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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 | $511,249 | $97,125+426.4% | $86,233+492.9% | $137,256+272.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 16.96% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,878 | $2,841+1.3% | $2,504+14.9% | $4,156-30.7% |
| Participant deferral / active EE | $11,813 | $5,180+128.1% | $4,559+159.1% | $6,407+84.4% |
| Admin fee / account holder | $4,458 | $9,725-54.2% | $8,342-46.6% | $12,270-63.7% |