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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 | $254,665 | $124,980+103.8% | $108,359+135.0% | $154,746+64.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.38% | 45.00%-23.6pp | 36.89%-15.5pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,340 | $2,851-53.0% | $2,399-44.2% | $4,379-69.4% |
| Participant deferral / active EE | $3,350 | $4,743-29.4% | $4,137-19.0% | $6,730-50.2% |
| Admin fee / account holder | $1,022 | $11,502-91.1% | $9,741-89.5% | $14,365-92.9% |