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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 | $103,164+322.2% | $90,259+382.6% | $154,746+181.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 14.07% | 19.25%-5.2pp | 18.88%-4.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,221 | $2,532-12.3% | $2,291-3.1% | $4,379-49.3% |
| Participant deferral / active EE | $11,533 | $4,422+160.8% | $3,827+201.4% | $6,730+71.4% |
| Admin fee / account holder | $1,990 | $8,593-76.8% | $7,267-72.6% | $14,365-86.1% |