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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 | $107,733+220.4% | $92,985+271.3% | $154,746+123.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.30% | 30.39%-15.1pp | 27.99%-12.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,896 | $3,126-7.4% | $2,662+8.8% | $4,379-33.9% |
| Participant deferral / active EE | $22,376 | $5,053+342.8% | $4,377+411.2% | $6,730+232.5% |
| Admin fee / account holder | $11,228 | $11,369-1.2% | $9,463+18.6% | $14,365-21.8% |