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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 | $512,043 | $254,759+101.0% | $216,567+136.4% | $198,609+157.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.55% | 10.04%+7.5pp | 12.94%+4.6pp | 202.70%-185.2pp |
| Employer contribution / active EE | $10,503 | $6,096+72.3% | $5,216+101.4% | $5,055+107.8% |
| Participant deferral / active EE | $3,608 | $6,948-48.1% | $6,191-41.7% | $6,977-48.3% |
| Admin fee / account holder | $2,037 | $26,311-92.3% | $21,981-90.7% | $19,030-89.3% |