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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 | $334,110 | $96,558+246.0% | $80,977+312.6% | $273,972+22.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.71% | 15.14%-6.4pp | 17.11%-8.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $6,875 | $4,869+41.2% | $3,715+85.1% | $4,869+41.2% |
| Participant deferral / active EE | $20,500 | $6,598+210.7% | $5,696+259.9% | $5,287+287.7% |
| Admin fee / account holder | $2,849 | $7,493-62.0% | $5,517-48.4% | $10,133-71.9% |