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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 | $393,525 | $184,014+113.9% | $161,149+144.2% | $138,895+183.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.36% | 21.52%-10.2pp | 21.16%-9.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,111 | $5,055-58.3% | $4,360-51.6% | $4,194-49.7% |
| Participant deferral / active EE | $7,661 | $6,909+10.9% | $6,153+24.5% | $6,396+19.8% |
| Admin fee / account holder | $6,174 | $18,027-65.8% | $15,194-59.4% | $12,562-50.9% |