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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 | $177,156+171.1% | $147,027+226.7% | $154,746+210.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.41% | 21.94%-12.5pp | 20.23%-10.8pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,950 | $4,336-32.0% | $3,626-18.6% | $4,379-32.6% |
| Participant deferral / active EE | $20,275 | $5,797+249.8% | $4,933+311.0% | $6,730+201.2% |
| Admin fee / account holder | $20,155 | $14,904+35.2% | $12,223+64.9% | $14,365+40.3% |