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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 | $598,319 | $131,835+353.8% | $108,582+451.0% | $273,972+118.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.93% | -91.57%+102.5pp | -51.70%+62.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $16,189 | $4,913+229.5% | $3,758+330.8% | $4,869+232.5% |
| Participant deferral / active EE | $10,267 | $5,127+100.2% | $4,311+138.2% | $5,287+94.2% |
| Admin fee / account holder | $22,216 | $10,253+116.7% | $7,645+190.6% | $10,133+119.3% |