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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 | $578,940 | $92,219+527.8% | $76,767+654.2% | $135,380+327.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.56% | 5.46%+2.1pp | 2.43%+5.1pp | 519.81%-512.2pp |
| Employer contribution / active EE | $3,507 | $3,216+9.0% | $2,485+41.1% | $4,779-26.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $62,559 | $10,749+482.0% | $6,675+837.2% | $10,828+477.7% |