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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 | $668,106 | $153,769+334.5% | $133,975+398.7% | $273,972+143.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.87% | 36.51%-23.6pp | 29.29%-16.4pp | 41.46%-28.6pp |
| Employer contribution / active EE | $5,303 | $6,029-12.0% | $5,211+1.8% | $4,869+8.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,888 | $11,765+94.5% | $9,324+145.5% | $10,133+125.9% |