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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 | $595,370 | $88,996+569.0% | $78,004+663.3% | $138,895+328.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 20.13% | 28.03%-7.9pp | 31.07%-10.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,285 | $2,917-56.0% | $2,469-48.0% | $4,194-69.4% |
| Participant deferral / active EE | $16,032 | $4,724+239.4% | $4,092+291.8% | $6,396+150.6% |
| Admin fee / account holder | $5,225 | $8,807-40.7% | $7,578-31.0% | $12,562-58.4% |