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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 | $366,754 | $87,166+320.8% | $76,735+378.0% | $137,256+167.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.05% | 26.50%-15.4pp | 29.77%-18.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,265 | $2,904+12.4% | $2,454+33.0% | $4,156-21.4% |
| Participant deferral / active EE | $11,650 | $4,726+146.5% | $4,088+185.0% | $6,407+81.8% |
| Admin fee / account holder | $3,240 | $8,403-61.4% | $7,189-54.9% | $12,270-73.6% |