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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 | $331,704 | $124,425+166.6% | $112,040+196.1% | $137,256+141.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.40% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,357 | $3,411-1.6% | $2,954+13.6% | $4,156-19.2% |
| Participant deferral / active EE | $6,851 | $5,718+19.8% | $5,098+34.4% | $6,407+6.9% |
| Admin fee / account holder | $1,451 | $15,207-90.5% | $12,098-88.0% | $12,270-88.2% |