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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 | $533,346 | $112,729+373.1% | $98,716+440.3% | $137,256+288.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.72% | 38.48%-25.8pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,500 | $2,725-8.3% | $2,279+9.7% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,339 | $10,129-76.9% | $8,703-73.1% | $12,270-80.9% |