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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 | $429,079 | $87,166+392.3% | $76,735+459.2% | $137,256+212.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.03% | 26.50%-15.5pp | 29.77%-18.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,802 | $2,904+65.3% | $2,454+95.6% | $4,156+15.5% |
| Participant deferral / active EE | $7,202 | $4,726+52.4% | $4,088+76.2% | $6,407+12.4% |
| Admin fee / account holder | $782 | $8,403-90.7% | $7,189-89.1% | $12,270-93.6% |