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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 | $496,267 | $117,895+320.9% | $102,460+384.4% | $145,897+240.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.74% | 31.92%-12.2pp | 29.47%-9.7pp | 552.29%-532.6pp |
| Employer contribution / active EE | $8,344 | $3,619+130.6% | $3,025+175.8% | $4,663+79.0% |
| Participant deferral / active EE | $24,591 | $5,736+328.7% | $5,056+386.3% | $6,689+267.6% |
| Admin fee / account holder | $769 | $13,353-94.2% | $9,460-91.9% | $13,390-94.3% |