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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 | $436,482 | $228,395+91.1% | $185,861+134.8% | $158,982+174.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.29% | 40.82%-20.5pp | 35.96%-15.7pp | 302.99%-282.7pp |
| Employer contribution / active EE | $5,841 | $4,968+17.6% | $4,088+42.9% | $4,763+22.6% |
| Participant deferral / active EE | $12,595 | $6,417+96.3% | $5,634+123.6% | $5,983+110.5% |
| Admin fee / account holder | $1,103 | $11,869-90.7% | $9,503-88.4% | $11,252-90.2% |