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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 | $500,485 | $215,361+132.4% | $171,082+192.5% | $273,972+82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.35% | 25.14%-9.8pp | 32.56%-17.2pp | 41.46%-26.1pp |
| Employer contribution / active EE | $4,790 | $4,967-3.6% | $4,002+19.7% | $4,869-1.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $791 | $10,846-92.7% | $8,520-90.7% | $10,133-92.2% |