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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 | $345,225 | $87,166+296.1% | $76,735+349.9% | $137,256+151.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.30% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,896 | $2,904-0.3% | $2,454+18.0% | $4,156-30.3% |
| Participant deferral / active EE | $22,376 | $4,726+373.4% | $4,088+447.4% | $6,407+249.3% |
| Admin fee / account holder | $11,228 | $8,403+33.6% | $7,189+56.2% | $12,270-8.5% |