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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 | $307,141 | $99,345+209.2% | $84,753+262.4% | $273,972+12.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.31% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.1pp |
| Employer contribution / active EE | $14,582 | $4,214+246.0% | $3,574+307.9% | $4,869+199.5% |
| Participant deferral / active EE | $7,717 | $4,270+80.7% | $3,712+107.9% | $5,287+46.0% |
| Admin fee / account holder | $912 | $6,645-86.3% | $5,333-82.9% | $10,133-91.0% |