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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 | $448,354 | $155,555+188.2% | $146,866+205.3% | $155,188+188.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.30% | 115.41%-103.1pp | 102.85%-90.6pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,142 | $4,647-53.9% | $4,425-51.6% | $4,248-49.6% |
| Participant deferral / active EE | $11,726 | $8,044+45.8% | $7,759+51.1% | $6,531+79.5% |
| Admin fee / account holder | $1,956 | $14,755-86.7% | $13,620-85.6% | $14,480-86.5% |