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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 | $633,535 | $138,312+358.0% | $122,979+415.2% | $155,188+308.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.19% | 22.06%-6.9pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,065 | $3,530-41.5% | $3,062-32.6% | $4,248-51.4% |
| Participant deferral / active EE | $11,983 | $5,592+114.3% | $5,003+139.5% | $6,531+83.5% |
| Admin fee / account holder | $8,366 | $15,089-44.6% | $12,864-35.0% | $14,480-42.2% |