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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 | $642,755 | $153,769+318.0% | $133,975+379.8% | $273,972+134.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.44% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.0pp |
| Employer contribution / active EE | $5,798 | $6,029-3.8% | $5,211+11.3% | $4,869+19.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,012 | $11,765-48.9% | $9,324-35.5% | $10,133-40.7% |