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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 | $646,132 | $210,343+207.2% | $153,476+321.0% | $145,978+342.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.76% | 13.38%+0.4pp | 15.66%-1.9pp | 550.52%-536.8pp |
| Employer contribution / active EE | $25,740 | $6,047+325.6% | $5,038+410.9% | $4,662+452.1% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,759-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,910 | $19,424+28.2% | $12,729+95.7% | $13,400+85.9% |