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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 | $653,754 | $138,312+372.7% | $122,979+431.6% | $155,188+321.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.32% | 22.06%-14.7pp | 20.12%-12.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $903 | $3,530-74.4% | $3,062-70.5% | $4,248-78.8% |
| Participant deferral / active EE | $8,318 | $5,592+48.7% | $5,003+66.3% | $6,531+27.4% |
| Admin fee / account holder | $3,798 | $15,089-74.8% | $12,864-70.5% | $14,480-73.8% |