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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 | $1,072,296 | $182,442+487.7% | $163,379+556.3% | $138,895+672.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.48% | 72.74%-54.3pp | 63.41%-44.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,452 | $4,159+7.0% | $3,752+18.6% | $4,194+6.1% |
| Participant deferral / active EE | $6,544 | $6,817-4.0% | $6,282+4.2% | $6,396+2.3% |
| Admin fee / account holder | $35,290 | $10,396+239.5% | $9,818+259.4% | $12,562+180.9% |