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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 | $1,078,987 | $153,311+603.8% | $109,313+887.1% | $273,972+293.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.58% | 29.86%-20.3pp | 22.07%-12.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,010 | $3,932+180.0% | $3,166+247.7% | $5,287+108.2% |
| Admin fee / account holder | $35,399 | $8,076+338.3% | $5,666+524.7% | $10,133+249.4% |