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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 | $432,636 | $117,846+267.1% | $102,434+322.4% | $145,884+196.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.12% | 31.90%-19.8pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $6,592 | $3,615+82.4% | $3,023+118.0% | $4,662+41.4% |
| Participant deferral / active EE | $3,738 | $5,733-34.8% | $5,055-26.1% | $6,690-44.1% |
| Admin fee / account holder | $5,590 | $13,356-58.1% | $9,462-40.9% | $13,392-58.3% |