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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 | $461,123 | $201,344+129.0% | $184,243+150.3% | $145,877+216.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.87% | 29.01%-16.1pp | 28.82%-15.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $14,286 | $7,022+103.4% | $6,427+122.3% | $4,663+206.4% |
| Participant deferral / active EE | $4,969 | $9,807-49.3% | $9,132-45.6% | $6,691-25.7% |
| Admin fee / account holder | $7,749 | $16,382-52.7% | $13,914-44.3% | $13,402-42.2% |