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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 | $417,458 | $124,425+235.5% | $112,040+272.6% | $137,256+204.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.11% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,256 | $3,411+24.7% | $2,954+44.1% | $4,156+2.4% |
| Participant deferral / active EE | $13,900 | $5,718+143.1% | $5,098+172.7% | $6,407+117.0% |
| Admin fee / account holder | $64,013 | $15,207+321.0% | $12,098+429.1% | $12,270+421.7% |