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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 | $325,220 | $184,014+76.7% | $161,149+101.8% | $138,895+134.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.63% | 21.52%-7.9pp | 21.16%-7.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,957 | $5,055-41.5% | $4,360-32.2% | $4,194-29.5% |
| Participant deferral / active EE | $15,840 | $6,909+129.3% | $6,153+157.4% | $6,396+147.6% |
| Admin fee / account holder | $32,899 | $18,027+82.5% | $15,194+116.5% | $12,562+161.9% |