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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 | $435,561 | $102,245+326.0% | $89,340+387.5% | $137,256+217.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.07% | 21.89%-7.8pp | 20.57%-6.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,221 | $2,529-12.2% | $2,231-0.4% | $4,156-46.6% |
| Participant deferral / active EE | $11,533 | $4,436+160.0% | $3,823+201.7% | $6,407+80.0% |
| Admin fee / account holder | $1,990 | $8,085-75.4% | $6,704-70.3% | $12,270-83.8% |