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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 | $87,166+404.2% | $76,735+472.8% | $137,256+220.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.59% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,643 | $2,904-9.0% | $2,454+7.7% | $4,156-36.4% |
| Participant deferral / active EE | $17,149 | $4,726+262.8% | $4,088+319.5% | $6,407+167.7% |
| Admin fee / account holder | $3,345 | $8,403-60.2% | $7,189-53.5% | $12,270-72.7% |