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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 | $355,811 | $315,200+12.9% | $238,191+49.4% | $155,188+129.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 11.64% | 10.25%+1.4pp | 13.02%-1.4pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,535 | $6,383-60.3% | $5,082-50.1% | $4,248-40.3% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,504 | $48,031-78.1% | $34,582-69.6% | $14,480-27.5% |