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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 | $320,207 | $106,524+200.6% | $152,301+110.2% | $87,485+266.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.48% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $8,532 | $3,371+153.1% | $4,624+84.5% | $2,596+228.6% |
| Participant deferral / active EE | $6,587 | $6,525+0.9% | $8,004-17.7% | $4,274+54.1% |
| Admin fee / account holder | $4,987 | $8,287-39.8% | $14,398-65.4% | $7,775-35.9% |