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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 | $511,089 | $136,307+275.0% | $106,619+379.4% | $273,972+86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.22% | 11.05%+0.2pp | 9.42%+1.8pp | 41.46%-30.2pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $20,080 | $4,969+304.1% | $3,930+410.9% | $5,287+279.8% |
| Admin fee / account holder | $9,362 | $8,625+8.5% | $6,418+45.9% | $10,133-7.6% |