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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 | $460,798 | $138,312+233.2% | $122,979+274.7% | $155,188+196.9% |
| Participation rate | 94.7% | 80.2%+14.5pp | 77.2%+17.5pp | 80.8%+13.9pp |
| Annual return | 8.70% | 22.06%-13.4pp | 20.12%-11.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $7,601 | $3,530+115.3% | $3,062+148.2% | $4,248+78.9% |
| Participant deferral / active EE | $10,946 | $5,592+95.7% | $5,003+118.8% | $6,531+67.6% |
| Admin fee / account holder | $66,610 | $15,089+341.4% | $12,864+417.8% | $14,480+360.0% |