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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 | $453,709 | $201,344+125.3% | $184,243+146.3% | $145,877+211.0% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 15.78% | 29.01%-13.2pp | 28.82%-13.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,956 | $7,022-57.9% | $6,427-54.0% | $4,663-36.6% |
| Participant deferral / active EE | $11,150 | $9,807+13.7% | $9,132+22.1% | $6,691+66.7% |
| Admin fee / account holder | $28,329 | $16,382+72.9% | $13,914+103.6% | $13,402+111.4% |