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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 | $318,474 | $99,345+220.6% | $84,753+275.8% | $273,972+16.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.11% | 22.93%-12.8pp | 22.78%-12.7pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,920 | $4,214-7.0% | $3,574+9.7% | $4,869-19.5% |
| Participant deferral / active EE | $11,516 | $4,270+169.7% | $3,712+210.2% | $5,287+117.8% |
| Admin fee / account holder | $6,580 | $6,645-1.0% | $5,333+23.4% | $10,133-35.1% |