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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 | $106,974+307.2% | $90,796+379.7% | $138,895+213.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 14.07% | 20.10%-6.0pp | 19.29%-5.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,221 | $2,609-14.8% | $2,294-3.2% | $4,194-47.0% |
| Participant deferral / active EE | $11,533 | $4,455+158.9% | $3,822+201.8% | $6,396+80.3% |
| Admin fee / account holder | $1,990 | $8,626-76.9% | $7,024-71.7% | $12,562-84.2% |