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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 | $199,109+157.2% | $173,730+194.7% | $154,746+230.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.55% | 20.02%-2.5pp | 19.96%-2.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $10,503 | $5,311+97.8% | $4,577+129.5% | $4,379+139.9% |
| Participant deferral / active EE | $3,608 | $7,113-49.3% | $6,326-43.0% | $6,730-46.4% |
| Admin fee / account holder | $2,037 | $20,916-90.3% | $17,523-88.4% | $14,365-85.8% |