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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 | $491,737 | $213,785+130.0% | $185,441+165.2% | $155,188+216.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.19% | 19.97%-7.8pp | 20.16%-8.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $5,333 | $5,393-1.1% | $4,672+14.1% | $4,248+25.6% |
| Participant deferral / active EE | $3,952 | $6,864-42.4% | $6,152-35.8% | $6,531-39.5% |
| Admin fee / account holder | $462 | $21,134-97.8% | $17,890-97.4% | $14,480-96.8% |