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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 | $411,820 | $103,957+296.1% | $69,182+495.3% | $273,968+50.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.47% | 35.28%-28.8pp | -21.94%+28.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $14,633 | $1,781+721.7% | $1,205+1114.3% | $4,869+200.6% |
| Participant deferral / active EE | $14,000 | $2,716+415.5% | $1,896+638.2% | $5,287+164.8% |
| Admin fee / account holder | $3,591 | $3,671-2.2% | $2,697+33.1% | $10,132-64.6% |