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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 | $1,280,752 | $177,595+621.2% | $148,496+762.5% | $198,609+544.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.22% | 9.97%+4.2pp | 12.33%+1.9pp | 202.70%-188.5pp |
| Employer contribution / active EE | $6,000 | $4,098+46.4% | $3,497+71.6% | $5,055+18.7% |
| Participant deferral / active EE | $7,200 | $5,539+30.0% | $4,808+49.7% | $6,977+3.2% |
| Admin fee / account holder | $8,211 | $27,010-69.6% | $19,547-58.0% | $19,030-56.9% |