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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 | $599,379 | $153,769+289.8% | $133,975+347.4% | $273,972+118.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.73% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,000 | $6,958+101.2% | $6,282+122.9% | $5,287+164.8% |
| Admin fee / account holder | $18,880 | $11,765+60.5% | $9,324+102.5% | $10,133+86.3% |