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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 | $584,613 | $138,312+322.7% | $122,979+375.4% | $155,188+276.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.79% | 22.06%-6.3pp | 20.12%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,963 | $3,530-44.4% | $3,062-35.9% | $4,248-53.8% |
| Participant deferral / active EE | $23,082 | $5,592+312.7% | $5,003+361.4% | $6,531+253.4% |
| Admin fee / account holder | $1,546 | $15,089-89.8% | $12,864-88.0% | $14,480-89.3% |