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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 | $106,588+312.3% | $94,215+366.5% | $155,188+183.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.59% | 29.39%-11.8pp | 28.22%-10.6pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,643 | $3,080-14.2% | $2,675-1.2% | $4,248-37.8% |
| Participant deferral / active EE | $17,149 | $4,802+257.1% | $4,276+301.1% | $6,531+162.6% |
| Admin fee / account holder | $3,345 | $12,281-72.8% | $10,216-67.3% | $14,480-76.9% |