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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 | $421,645 | $184,014+129.1% | $161,149+161.6% | $138,895+203.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.14% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,898 | $5,055-62.5% | $4,360-56.5% | $4,194-54.7% |
| Participant deferral / active EE | $5,670 | $6,909-17.9% | $6,153-7.9% | $6,396-11.4% |
| Admin fee / account holder | $5,568 | $18,027-69.1% | $15,194-63.4% | $12,562-55.7% |