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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 | $512,960 | $110,248+365.3% | $95,728+435.8% | $139,456+267.8% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.78% | 27.16%-7.4pp | 28.40%-8.6pp | 373.45%-353.7pp |
| Employer contribution / active EE | $3,070 | $3,258-5.8% | $2,835+8.3% | $4,753-35.4% |
| Participant deferral / active EE | $16,277 | $4,675+248.1% | $4,245+283.5% | $6,711+142.5% |
| Admin fee / account holder | $609 | $6,607-90.8% | $5,673-89.3% | $11,407-94.7% |