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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 | $354,562 | $199,109+78.1% | $173,730+104.1% | $154,746+129.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.68% | 20.02%-3.3pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,688 | $5,311-68.2% | $4,577-63.1% | $4,379-61.5% |
| Participant deferral / active EE | $8,657 | $7,113+21.7% | $6,326+36.8% | $6,730+28.6% |
| Admin fee / account holder | $3,763 | $20,916-82.0% | $17,523-78.5% | $14,365-73.8% |