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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 | $561,213 | $99,345+464.9% | $84,753+562.2% | $273,972+104.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.72% | 22.93%-13.2pp | 22.78%-13.1pp | 41.46%-31.7pp |
| Employer contribution / active EE | $35,609 | $4,214+745.0% | $3,574+896.2% | $4,869+631.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,893 | $6,645-11.3% | $5,333+10.5% | $10,133-41.8% |