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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 | $587,422 | $124,425+372.1% | $112,040+424.3% | $137,256+328.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.22% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,175 | $3,411+22.4% | $2,954+41.3% | $4,156+0.4% |
| Participant deferral / active EE | $10,174 | $5,718+77.9% | $5,098+99.6% | $6,407+58.8% |
| Admin fee / account holder | $4,252 | $15,207-72.0% | $12,098-64.9% | $12,270-65.4% |