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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 | $256,353 | $88,707+189.0% | $74,184+245.6% | $273,972-6.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.53% | 11.94%+0.6pp | 17.74%-5.2pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,250 | $3,159-28.8% | $2,370-5.1% | $4,869-53.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,846 | $8,717-10.0% | $5,586+40.5% | $10,133-22.6% |