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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 | $486,428 | $126,661+284.0% | $113,397+329.0% | $138,895+250.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.53% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,181 | $3,456+21.0% | $2,977+40.4% | $4,194-0.3% |
| Participant deferral / active EE | $31,000 | $5,693+444.6% | $5,076+510.7% | $6,396+384.7% |
| Admin fee / account holder | $16,117 | $14,549+10.8% | $11,957+34.8% | $12,562+28.3% |