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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 | $319,570 | $135,956+135.1% | $123,894+157.9% | $273,972+16.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.31% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $6,976 | $5,170+34.9% | $4,617+51.1% | $4,869+43.3% |
| Participant deferral / active EE | $11,110 | $6,343+75.2% | $5,984+85.6% | $5,287+110.1% |
| Admin fee / account holder | $3,725 | $9,817-62.1% | $8,357-55.4% | $10,133-63.2% |