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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 | $473,638 | $111,814+323.6% | $103,378+358.2% | $145,978+224.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,245 | $4,215-70.5% | $3,870-67.8% | $4,662-73.3% |
| Participant deferral / active EE | $7,360 | $5,618+31.0% | $5,058+45.5% | $6,690+10.0% |
| Admin fee / account holder | $14,909 | $9,764+52.7% | $8,401+77.5% | $13,400+11.3% |