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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 | $126,661+400.2% | $113,397+458.7% | $138,895+356.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.19% | 25.05%-9.9pp | 23.20%-8.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,065 | $3,456-40.2% | $2,977-30.6% | $4,194-50.8% |
| Participant deferral / active EE | $11,983 | $5,693+110.5% | $5,076+136.0% | $6,396+87.3% |
| Admin fee / account holder | $8,366 | $14,549-42.5% | $11,957-30.0% | $12,562-33.4% |