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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 | $888,500 | $111,535+696.6% | $105,223+744.4% | $137,256+547.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.24% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $16,453 | $3,939+317.7% | $3,689+346.1% | $4,156+295.9% |
| Participant deferral / active EE | $13,778 | $5,500+150.5% | $5,072+171.7% | $6,407+115.1% |
| Admin fee / account holder | $5,990 | $9,721-38.4% | $8,859-32.4% | $12,270-51.2% |