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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 | $551,264 | $154,193+257.5% | $130,045+323.9% | $139,466+295.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 32.51%-15.2pp | -137.30%+154.6pp | 373.66%-356.4pp |
| Employer contribution / active EE | $6,322 | $5,292+19.5% | $4,321+46.3% | $4,754+33.0% |
| Participant deferral / active EE | $22,777 | $6,709+239.5% | $5,820+291.4% | $6,712+239.3% |
| Admin fee / account holder | $2,284 | $13,989-83.7% | $10,600-78.5% | $11,409-80.0% |