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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 | $433,026 | $254,759+70.0% | $216,567+100.0% | $198,609+118.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.67% | 10.04%-5.4pp | 12.94%-8.3pp | 202.70%-198.0pp |
| Employer contribution / active EE | $4,191 | $6,096-31.3% | $5,216-19.6% | $5,055-17.1% |
| Participant deferral / active EE | $8,382 | $6,948+20.6% | $6,191+35.4% | $6,977+20.1% |
| Admin fee / account holder | $43,999 | $26,311+67.2% | $21,981+100.2% | $19,030+131.2% |