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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 | $269,156 | $88,707+203.4% | $74,184+262.8% | $273,972-1.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.87% | 11.94%-9.1pp | 17.74%-14.9pp | 41.46%-38.6pp |
| Employer contribution / active EE | $12,327 | $3,159+290.2% | $2,370+420.1% | $4,869+153.2% |
| Participant deferral / active EE | $7,667 | $4,212+82.0% | $3,550+116.0% | $5,287+45.0% |
| Admin fee / account holder | $1,054 | $8,717-87.9% | $5,586-81.1% | $10,133-89.6% |