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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 | $421,645 | $199,109+111.8% | $173,730+142.7% | $154,746+172.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.14% | 20.02%-6.9pp | 19.96%-6.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,898 | $5,311-64.3% | $4,577-58.5% | $4,379-56.7% |
| Participant deferral / active EE | $5,670 | $7,113-20.3% | $6,326-10.4% | $6,730-15.8% |
| Admin fee / account holder | $5,568 | $20,916-73.4% | $17,523-68.2% | $14,365-61.2% |