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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 | $399,694 | $138,393+188.8% | $184,256+116.9% | $80,959+393.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.62% | 20.01%-4.4pp | 28.85%-13.2pp | 35.67%-20.1pp |
| Employer contribution / active EE | $4,338 | $4,847-10.5% | $6,427-32.5% | $2,757+57.3% |
| Participant deferral / active EE | $17,489 | $7,076+147.1% | $9,133+91.5% | $4,300+306.7% |
| Admin fee / account holder | $6,767 | $10,489-35.5% | $13,899-51.3% | $6,925-2.3% |