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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 | $1,289,131 | $181,896+608.7% | $156,551+723.5% | $273,972+370.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.84% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $20,500 | $6,248+228.1% | $5,501+272.6% | $4,869+321.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,681 | $15,560-63.5% | $13,028-56.4% | $10,133-43.9% |