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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 | $340,890 | $92,219+269.7% | $76,767+344.1% | $135,380+151.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.99% | 5.46%-0.5pp | 2.43%+2.6pp | 519.81%-514.8pp |
| Employer contribution / active EE | $12,862 | $3,216+299.9% | $2,485+417.5% | $4,779+169.1% |
| Participant deferral / active EE | $7,667 | $4,508+70.1% | $3,852+99.0% | $5,609+36.7% |
| Admin fee / account holder | $1,455 | $10,749-86.5% | $6,675-78.2% | $10,828-86.6% |