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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 | $525,174 | $92,798+465.9% | $96,707+443.1% | $137,256+282.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 19.11% | 31.24%-12.1pp | 34.78%-15.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,343 | $4,147-67.6% | $4,191-68.0% | $4,156-67.7% |
| Participant deferral / active EE | $23,450 | $5,877+299.0% | $5,997+291.0% | $6,407+266.0% |
| Admin fee / account holder | $4,244 | $7,946-46.6% | $7,503-43.4% | $12,270-65.4% |