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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 | $531,902 | $232,540+128.7% | $185,117+187.3% | $147,586+260.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.38% | 43.03%-25.7pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,271 | $5,195-75.5% | $4,182-69.6% | $4,876-73.9% |
| Participant deferral / active EE | $13,342 | $5,834+128.7% | $5,045+164.5% | $5,439+145.3% |
| Admin fee / account holder | $1,708 | $10,275-83.4% | $8,159-79.1% | $10,886-84.3% |