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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,101 | $161,352+86.6% | $134,172+124.4% | $137,256+119.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.04% | 28.72%-9.7pp | 25.30%-6.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,936 | $4,099-28.4% | $3,420-14.1% | $4,156-29.4% |
| Participant deferral / active EE | $9,667 | $5,552+74.1% | $4,690+106.1% | $6,407+50.9% |
| Admin fee / account holder | $1,288 | $15,028-91.4% | $12,016-89.3% | $12,270-89.5% |