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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 | $95,959+447.3% | $97,411+439.1% | $138,895+278.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 19.11% | 29.30%-10.2pp | 34.72%-15.6pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,343 | $4,278-68.6% | $4,210-68.1% | $4,194-68.0% |
| Participant deferral / active EE | $23,450 | $5,876+299.1% | $5,886+298.4% | $6,396+266.6% |
| Admin fee / account holder | $4,244 | $7,555-43.8% | $7,145-40.6% | $12,562-66.2% |