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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 | $315,156 | $177,156+77.9% | $147,027+114.4% | $154,746+103.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.80% | 21.94%-7.1pp | 20.23%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,378 | $4,336-22.1% | $3,626-6.8% | $4,379-22.9% |
| Participant deferral / active EE | $7,298 | $5,797+25.9% | $4,933+47.9% | $6,730+8.4% |
| Admin fee / account holder | $1,556 | $14,904-89.6% | $12,223-87.3% | $14,365-89.2% |