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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 | $97,550+160.8% | $120,344+111.4% | $87,485+190.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 18.67% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $7,158 | $2,291+212.5% | $3,020+137.0% | $2,596+175.7% |
| Participant deferral / active EE | $7,743 | $4,230+83.1% | $5,135+50.8% | $4,274+81.2% |
| Admin fee / account holder | $4,272 | $9,543-55.2% | $12,742-66.5% | $7,775-45.0% |