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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 | $323,765 | $88,042+267.7% | $138,135+134.4% | $79,856+305.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 12.51% | 20.58%-8.1pp | 20.51%-8.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,617 | $3,103-47.9% | $5,587-71.1% | $2,471-34.6% |
| Participant deferral / active EE | $6,697 | $4,704+42.4% | $6,431+4.1% | $3,741+79.0% |
| Admin fee / account holder | $11,742 | $7,791+50.7% | $11,856-1.0% | $5,306+121.3% |