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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 | $515,425 | $102,245+404.1% | $89,340+476.9% | $137,256+275.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.17% | 21.89%-5.7pp | 20.57%-4.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,000 | $4,436+598.8% | $3,823+710.9% | $6,407+383.9% |
| Admin fee / account holder | $2,445 | $8,085-69.8% | $6,704-63.5% | $12,270-80.1% |