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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 | $403,281 | $167,522+140.7% | $151,639+165.9% | $134,532+199.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.67% | 7.81%-2.1pp | 3.34%+2.3pp | 418.27%-412.6pp |
| Employer contribution / active EE | $2,922 | $6,828-57.2% | $6,165-52.6% | $4,741-38.4% |
| Participant deferral / active EE | $12,079 | $8,986+34.4% | $8,363+44.4% | $6,401+88.7% |
| Admin fee / account holder | $31,949 | $13,780+131.9% | $11,613+175.1% | $11,429+179.6% |