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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 | $423,501 | $124,425+240.4% | $112,040+278.0% | $137,256+208.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.02% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,942 | $3,411-43.1% | $2,954-34.3% | $4,156-53.3% |
| Participant deferral / active EE | $5,340 | $5,718-6.6% | $5,098+4.8% | $6,407-16.6% |
| Admin fee / account holder | $14,022 | $15,207-7.8% | $12,098+15.9% | $12,270+14.3% |