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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 | $87,166+583.0% | $76,735+675.9% | $137,256+333.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.13% | 26.50%-6.4pp | 29.77%-9.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,285 | $2,904-55.8% | $2,454-47.7% | $4,156-69.1% |
| Participant deferral / active EE | $16,032 | $4,726+239.2% | $4,088+292.2% | $6,407+150.2% |
| Admin fee / account holder | $5,225 | $8,403-37.8% | $7,189-27.3% | $12,270-57.4% |