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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 | $449,662 | $153,769+192.4% | $133,975+235.6% | $273,972+64.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.93% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.5pp |
| Employer contribution / active EE | $12,374 | $6,029+105.3% | $5,211+137.5% | $4,869+154.2% |
| Participant deferral / active EE | $17,472 | $6,958+151.1% | $6,282+178.1% | $5,287+230.5% |
| Admin fee / account holder | $2,819 | $11,765-76.0% | $9,324-69.8% | $10,133-72.2% |