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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 | $534,623 | $126,661+322.1% | $113,397+371.5% | $138,895+284.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.88% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $25,336 | $3,456+633.1% | $2,977+751.0% | $4,194+504.1% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,684 | $14,549-74.7% | $11,957-69.2% | $12,562-70.7% |