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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 | $405,730 | $185,141+119.1% | $153,416+164.5% | $155,188+161.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 7.90% | 18.72%-10.8pp | 17.84%-9.9pp | 148.84%-140.9pp |
| Employer contribution / active EE | $10,897 | $4,489+142.7% | $3,764+189.5% | $4,248+156.5% |
| Participant deferral / active EE | $2,154 | $5,477-60.7% | $4,723-54.4% | $6,531-67.0% |
| Admin fee / account holder | $1,763 | $16,005-89.0% | $13,095-86.5% | $14,480-87.8% |