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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 | $482,271 | $149,741+222.1% | $118,914+305.6% | $158,982+203.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.50% | 19.94%-11.4pp | 35.89%-27.4pp | 302.99%-294.5pp |
| Employer contribution / active EE | $20,042 | $4,119+386.6% | $3,264+514.0% | $4,763+320.8% |
| Participant deferral / active EE | $11,067 | $5,226+111.8% | $4,266+159.4% | $5,983+85.0% |
| Admin fee / account holder | $3,281 | $8,607-61.9% | $6,582-50.1% | $11,252-70.8% |