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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 | $213,785+139.5% | $185,441+176.1% | $155,188+230.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.55% | 19.97%-2.4pp | 20.16%-2.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $10,503 | $5,393+94.8% | $4,672+124.8% | $4,248+147.3% |
| Participant deferral / active EE | $3,608 | $6,864-47.4% | $6,152-41.4% | $6,531-44.8% |
| Admin fee / account holder | $2,037 | $21,134-90.4% | $17,890-88.6% | $14,480-85.9% |