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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 | $199,109+210.9% | $173,730+256.3% | $154,746+300.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.31% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $11,111 | $5,311+109.2% | $4,577+142.7% | $4,379+153.7% |
| Participant deferral / active EE | $13,314 | $7,113+87.2% | $6,326+110.4% | $6,730+97.8% |
| Admin fee / account holder | $94,111 | $20,916+350.0% | $17,523+437.1% | $14,365+555.1% |