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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 | $532,853 | $275,752+93.2% | $256,809+107.5% | $198,609+168.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.56% | 34.81%-23.3pp | 32.73%-21.2pp | 202.70%-191.1pp |
| Employer contribution / active EE | $4,584 | $7,721-40.6% | $7,263-36.9% | $5,055-9.3% |
| Participant deferral / active EE | $6,993 | $10,037-30.3% | $9,520-26.5% | $6,977+0.2% |
| Admin fee / account holder | $12,391 | $25,716-51.8% | $25,146-50.7% | $19,030-34.9% |