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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 | $532,376 | $174,379+205.3% | $152,093+250.0% | $138,895+283.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.86% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $8,559 | $4,652+84.0% | $4,175+105.0% | $4,194+104.1% |
| Participant deferral / active EE | $10,849 | $6,159+76.1% | $5,451+99.0% | $6,396+69.6% |
| Admin fee / account holder | $7,975 | $16,880-52.8% | $14,497-45.0% | $12,562-36.5% |