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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 | $456,803 | $114,712+298.2% | $173,730+162.9% | $87,485+422.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.10% | 20.18%-2.1pp | 19.96%-1.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $5,585 | $2,904+92.3% | $4,577+22.0% | $2,596+115.1% |
| Participant deferral / active EE | $10,898 | $4,642+134.8% | $6,326+72.3% | $4,274+155.0% |
| Admin fee / account holder | $14,762 | $10,210+44.6% | $17,523-15.8% | $7,775+89.9% |