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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 | $363,331 | $213,785+70.0% | $185,441+95.9% | $155,188+134.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.86% | 19.97%-9.1pp | 20.16%-9.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,722 | $5,393-68.1% | $4,672-63.1% | $4,248-59.5% |
| Participant deferral / active EE | $3,841 | $6,864-44.0% | $6,152-37.6% | $6,531-41.2% |
| Admin fee / account holder | $8,979 | $21,134-57.5% | $17,890-49.8% | $14,480-38.0% |