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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 | $254,438 | $95,404+166.7% | $113,397+124.4% | $82,637+207.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.67% | 19.08%-0.4pp | 23.20%-4.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $7,158 | $2,307+210.3% | $2,977+140.4% | $2,552+180.5% |
| Participant deferral / active EE | $7,743 | $4,220+83.5% | $5,076+52.5% | $4,126+87.7% |
| Admin fee / account holder | $4,272 | $9,168-53.4% | $11,957-64.3% | $7,339-41.8% |