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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 | $439,499 | $123,000+257.3% | $105,582+316.3% | $198,609+121.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 17.59% | 18.31%-0.7pp | 18.61%-1.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,643 | $3,582-26.2% | $2,984-11.4% | $5,055-47.7% |
| Participant deferral / active EE | $17,149 | $5,013+242.1% | $4,353+293.9% | $6,977+145.8% |
| Admin fee / account holder | $3,345 | $16,254-79.4% | $12,856-74.0% | $19,030-82.4% |