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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 | $619,720 | $102,609+504.0% | $98,090+531.8% | $138,895+346.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.64% | 36.44%-15.8pp | 37.05%-16.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,188 | $3,867-17.6% | $3,606-11.6% | $4,194-24.0% |
| Participant deferral / active EE | $10,077 | $8,167+23.4% | $7,845+28.5% | $6,396+57.6% |
| Admin fee / account holder | $5,556 | $11,434-51.4% | $11,815-53.0% | $12,562-55.8% |