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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 | $512,033 | $157,296+225.5% | $141,191+262.7% | $152,897+234.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.23% | 64.34%-30.1pp | 71.41%-37.2pp | 345.43%-311.2pp |
| Employer contribution / active EE | $4,976 | $5,262-5.4% | $4,736+5.1% | $4,764+4.5% |
| Participant deferral / active EE | $2,946 | $7,111-58.6% | $6,710-56.1% | $5,851-49.7% |
| Admin fee / account holder | $8,800 | $12,125-27.4% | $10,264-14.3% | $11,599-24.1% |