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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 | $410,810 | $153,769+167.2% | $133,975+206.6% | $273,972+49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.31% | 36.51%-22.2pp | 29.29%-15.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $4,418 | $6,029-26.7% | $5,211-15.2% | $4,869-9.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $818 | $11,765-93.0% | $9,324-91.2% | $10,133-91.9% |