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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 | $619,073 | $213,785+189.6% | $185,441+233.8% | $155,188+298.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.31% | 19.97%-3.7pp | 20.16%-3.9pp | 148.84%-132.5pp |
| Employer contribution / active EE | $11,111 | $5,393+106.0% | $4,672+137.8% | $4,248+161.6% |
| Participant deferral / active EE | $13,314 | $6,864+94.0% | $6,152+116.4% | $6,531+103.9% |
| Admin fee / account holder | $94,111 | $21,134+345.3% | $17,890+426.1% | $14,480+550.0% |