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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 | $138,312+201.8% | $122,979+239.5% | $155,188+169.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.11% | 22.06%-5.0pp | 20.12%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $4,256 | $3,530+20.5% | $3,062+39.0% | $4,248+0.2% |
| Participant deferral / active EE | $13,900 | $5,592+148.5% | $5,003+177.8% | $6,531+112.8% |
| Admin fee / account holder | $64,013 | $15,089+324.2% | $12,864+397.6% | $14,480+342.1% |