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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 | $254,759+65.5% | $216,567+94.7% | $198,609+112.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.14% | 10.04%+3.1pp | 12.94%+0.2pp | 202.70%-189.6pp |
| Employer contribution / active EE | $1,898 | $6,096-68.9% | $5,216-63.6% | $5,055-62.5% |
| Participant deferral / active EE | $5,670 | $6,948-18.4% | $6,191-8.4% | $6,977-18.7% |
| Admin fee / account holder | $5,568 | $26,311-78.8% | $21,981-74.7% | $19,030-70.7% |