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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 | $433,267 | $155,555+178.5% | $146,866+195.0% | $155,188+179.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.51% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,228 | $4,647-73.6% | $4,425-72.3% | $4,248-71.1% |
| Participant deferral / active EE | $20,780 | $8,044+158.3% | $7,759+167.8% | $6,531+218.2% |
| Admin fee / account holder | $63,167 | $14,755+328.1% | $13,620+363.8% | $14,480+336.2% |