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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 | $185,141+159.4% | $153,416+213.1% | $155,188+209.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.41% | 18.72%-9.3pp | 17.84%-8.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,950 | $4,489-34.3% | $3,764-21.6% | $4,248-30.6% |
| Participant deferral / active EE | $20,275 | $5,477+270.2% | $4,723+329.3% | $6,531+210.4% |
| Admin fee / account holder | $20,155 | $16,005+25.9% | $13,095+53.9% | $14,480+39.2% |