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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 | $411,216 | $136,860+200.5% | $120,344+241.7% | $154,746+165.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.87% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,247 | $3,533-64.7% | $3,020-58.7% | $4,379-71.5% |
| Participant deferral / active EE | $7,211 | $5,793+24.5% | $5,135+40.4% | $6,730+7.1% |
| Admin fee / account holder | $2,196 | $15,393-85.7% | $12,742-82.8% | $14,365-84.7% |