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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 | $598,061 | $124,425+380.7% | $112,040+433.8% | $137,256+335.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.61% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $20,385 | $3,411+497.5% | $2,954+590.1% | $4,156+390.5% |
| Participant deferral / active EE | $14,342 | $5,718+150.8% | $5,098+181.4% | $6,407+123.9% |
| Admin fee / account holder | $6,081 | $15,207-60.0% | $12,098-49.7% | $12,270-50.4% |