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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 | $505,996 | $155,555+225.3% | $146,866+244.5% | $155,188+226.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.25% | 115.41%-101.2pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,754 | $4,647-62.3% | $4,425-60.4% | $4,248-58.7% |
| Participant deferral / active EE | $12,611 | $8,044+56.8% | $7,759+62.5% | $6,531+93.1% |
| Admin fee / account holder | $3,719 | $14,755-74.8% | $13,620-72.7% | $14,480-74.3% |