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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 | $459,230 | $124,425+269.1% | $112,040+309.9% | $137,256+234.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.11% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $24,738 | $3,411+625.2% | $2,954+737.5% | $4,156+495.2% |
| Participant deferral / active EE | $12,895 | $5,718+125.5% | $5,098+153.0% | $6,407+101.3% |
| Admin fee / account holder | $3,568 | $15,207-76.5% | $12,098-70.5% | $12,270-70.9% |