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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 | $213,785+84.1% | $185,441+112.2% | $155,188+153.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.36% | 19.97%-8.6pp | 20.16%-8.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,111 | $5,393-60.9% | $4,672-54.8% | $4,248-50.3% |
| Participant deferral / active EE | $7,661 | $6,864+11.6% | $6,152+24.5% | $6,531+17.3% |
| Admin fee / account holder | $6,174 | $21,134-70.8% | $17,890-65.5% | $14,480-57.4% |