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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 | $480,346 | $161,352+197.7% | $134,172+258.0% | $137,256+250.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 9.41% | 28.72%-19.3pp | 25.30%-15.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,950 | $4,099-28.0% | $3,420-13.7% | $4,156-29.0% |
| Participant deferral / active EE | $20,275 | $5,552+265.2% | $4,690+332.3% | $6,407+216.5% |
| Admin fee / account holder | $20,155 | $15,028+34.1% | $12,016+67.7% | $12,270+64.3% |