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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 | $650,902 | $111,814+482.1% | $103,374+529.7% | $145,959+345.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.15% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $12,476 | $4,214+196.1% | $3,869+222.4% | $4,661+167.7% |
| Participant deferral / active EE | $21,150 | $5,618+276.5% | $5,058+318.2% | $6,689+216.2% |
| Admin fee / account holder | $5,428 | $9,754-44.3% | $8,394-35.3% | $13,398-59.5% |