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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 | $644,840 | $181,896+254.5% | $156,551+311.9% | $273,972+135.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.04% | 30.74%-13.7pp | 32.23%-15.2pp | 41.46%-24.4pp |
| Employer contribution / active EE | $5,833 | $6,248-6.6% | $5,501+6.0% | $4,869+19.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $596 | $15,560-96.2% | $13,028-95.4% | $10,133-94.1% |