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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 | $455,981 | $161,352+182.6% | $134,172+239.8% | $137,256+232.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.39% | 28.72%-10.3pp | 25.30%-6.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,556 | $4,099+35.5% | $3,420+62.4% | $4,156+33.7% |
| Participant deferral / active EE | $6,536 | $5,552+17.7% | $4,690+39.4% | $6,407+2.0% |
| Admin fee / account holder | $3,057 | $15,028-79.7% | $12,016-74.6% | $12,270-75.1% |