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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 | $552,604 | $211,288+161.5% | $178,540+209.5% | $145,884+278.8% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 12.91% | 30.27%-17.4pp | 27.15%-14.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $634 | $4,574-86.1% | $3,953-84.0% | $4,662-86.4% |
| Participant deferral / active EE | $3,816 | $6,967-45.2% | $6,281-39.2% | $6,690-43.0% |
| Admin fee / account holder | $7,566 | $12,105-37.5% | $10,424-27.4% | $13,392-43.5% |