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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 | $631,826 | $124,425+407.8% | $112,040+463.9% | $137,256+360.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.04% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,950 | $5,718+143.9% | $5,098+173.6% | $6,407+117.7% |
| Admin fee / account holder | $22,276 | $15,207+46.5% | $12,098+84.1% | $12,270+81.5% |