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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 | $423,287 | $152,074+178.3% | $137,474+207.9% | $198,609+113.1% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 11.43% | 10.68%+0.8pp | 11.53%-0.1pp | 202.70%-191.3pp |
| Employer contribution / active EE | $4,019 | $5,444-26.2% | $5,048-20.4% | $5,055-20.5% |
| Participant deferral / active EE | $11,902 | $6,522+82.5% | $6,155+93.4% | $6,977+70.6% |
| Admin fee / account holder | $536 | $11,950-95.5% | $10,602-94.9% | $19,030-97.2% |