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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 | $329,247 | $199,109+65.4% | $173,730+89.5% | $154,746+112.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 25.47% | 20.02%+5.5pp | 19.96%+5.5pp | 172.34%-146.9pp |
| Employer contribution / active EE | $3,497 | $5,311-34.2% | $4,577-23.6% | $4,379-20.1% |
| Participant deferral / active EE | $11,909 | $7,113+67.4% | $6,326+88.2% | $6,730+76.9% |
| Admin fee / account holder | $2,434 | $20,916-88.4% | $17,523-86.1% | $14,365-83.1% |