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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 | $677,117 | $254,759+165.8% | $216,567+212.7% | $198,609+240.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.75% | 10.04%+3.7pp | 12.94%+0.8pp | 202.70%-189.0pp |
| Employer contribution / active EE | $29,750 | $6,096+388.0% | $5,216+470.4% | $5,055+488.5% |
| Participant deferral / active EE | $16,150 | $6,948+132.4% | $6,191+160.9% | $6,977+131.5% |
| Admin fee / account holder | $2,758 | $26,311-89.5% | $21,981-87.5% | $19,030-85.5% |