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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 | $117,829+321.2% | $102,423+384.5% | $145,877+240.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.74% | 31.83%-12.1pp | 29.42%-9.7pp | 551.28%-531.5pp |
| Employer contribution / active EE | $8,344 | $3,615+130.9% | $3,023+176.0% | $4,663+78.9% |
| Participant deferral / active EE | $24,591 | $5,732+329.0% | $5,054+386.5% | $6,691+267.5% |
| Admin fee / account holder | $769 | $13,335-94.2% | $9,455-91.9% | $13,402-94.3% |