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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 | $253,855 | $126,661+100.4% | $113,397+123.9% | $138,895+82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.49% | 25.05%-10.6pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,783 | $3,456-19.5% | $2,977-6.5% | $4,194-33.7% |
| Participant deferral / active EE | $7,301 | $5,693+28.3% | $5,076+43.8% | $6,396+14.1% |
| Admin fee / account holder | $3,132 | $14,549-78.5% | $11,957-73.8% | $12,562-75.1% |