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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 | $421,627 | $117,904+257.6% | $102,457+311.5% | $145,978+188.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 31.80%-22.5pp | 29.41%-20.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,659 | $3,613-54.1% | $3,022-45.1% | $4,662-64.4% |
| Participant deferral / active EE | $1,891 | $5,733-67.0% | $5,054-62.6% | $6,690-71.7% |
| Admin fee / account holder | $15,956 | $13,329+19.7% | $9,451+68.8% | $13,400+19.1% |