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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 | $316,086 | $199,109+58.8% | $173,730+81.9% | $154,746+104.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.77% | 20.02%-4.3pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,314 | $5,311-37.6% | $4,577-27.6% | $4,379-24.3% |
| Participant deferral / active EE | $15,858 | $7,113+123.0% | $6,326+150.7% | $6,730+135.6% |
| Admin fee / account holder | $2,757 | $20,916-86.8% | $17,523-84.3% | $14,365-80.8% |