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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 | $464,931 | $110,410+321.1% | $102,437+353.9% | $145,897+218.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.46% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $5,000 | $4,217+18.6% | $3,871+29.2% | $4,663+7.2% |
| Participant deferral / active EE | $8,812 | $5,622+56.8% | $5,060+74.2% | $6,689+31.7% |
| Admin fee / account holder | $595 | $9,745-93.9% | $8,388-92.9% | $13,390-95.6% |