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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 | $279,600 | $124,425+124.7% | $112,040+149.6% | $137,256+103.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.39% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,460 | $3,411-57.2% | $2,954-50.6% | $4,156-64.9% |
| Participant deferral / active EE | $4,568 | $5,718-20.1% | $5,098-10.4% | $6,407-28.7% |
| Admin fee / account holder | $7,439 | $15,207-51.1% | $12,098-38.5% | $12,270-39.4% |