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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 | $162,967+93.4% | $135,792+132.1% | $138,895+126.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 14.80% | 30.08%-15.3pp | 25.96%-11.2pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,378 | $4,211-19.8% | $3,496-3.4% | $4,194-19.5% |
| Participant deferral / active EE | $7,298 | $5,640+29.4% | $4,759+53.3% | $6,396+14.1% |
| Admin fee / account holder | $1,556 | $15,306-89.8% | $12,266-87.3% | $12,562-87.6% |