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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 | $88,996+287.9% | $78,004+342.6% | $138,895+148.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.30% | 28.03%-12.7pp | 31.07%-15.8pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,896 | $2,917-0.7% | $2,469+17.3% | $4,194-31.0% |
| Participant deferral / active EE | $22,376 | $4,724+373.7% | $4,092+446.9% | $6,396+249.8% |
| Admin fee / account holder | $11,228 | $8,807+27.5% | $7,578+48.2% | $12,562-10.6% |