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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 | $451,668 | $106,588+323.8% | $94,215+379.4% | $155,188+191.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 16.00% | 29.39%-13.4pp | 28.22%-12.2pp | 148.84%-132.8pp |
| Employer contribution / active EE | $6,000 | $3,080+94.8% | $2,675+124.3% | $4,248+41.3% |
| Participant deferral / active EE | $31,000 | $4,802+545.5% | $4,276+625.0% | $6,531+374.6% |
| Admin fee / account holder | $3,544 | $12,281-71.1% | $10,216-65.3% | $14,480-75.5% |