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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 | $698,108 | $163,687+326.5% | $108,745+542.0% | $273,972+154.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 1.10% | 31.16%-30.1pp | 46.22%-45.1pp | 41.46%-40.4pp |
| Employer contribution / active EE | $12,500 | $4,711+165.3% | $3,323+276.2% | $4,869+156.7% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,509 | $12,890+222.0% | $6,144+575.6% | $10,133+309.7% |