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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 | $521,952 | $126,661+312.1% | $113,397+360.3% | $138,895+275.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.91% | 25.05%-9.1pp | 23.20%-7.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,779 | $3,456+38.3% | $2,977+60.5% | $4,194+13.9% |
| Participant deferral / active EE | $8,494 | $5,693+49.2% | $5,076+67.3% | $6,396+32.8% |
| Admin fee / account holder | $3,278 | $14,549-77.5% | $11,957-72.6% | $12,562-73.9% |