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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 | $563,229 | $177,156+217.9% | $147,027+283.1% | $154,746+264.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.59% | 21.94%-8.3pp | 20.23%-6.6pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,849 | $4,336-34.3% | $3,626-21.4% | $4,379-34.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,339 | $14,904-64.2% | $12,223-56.3% | $14,365-62.8% |