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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 | $540,615 | $123,155+339.0% | $108,753+397.1% | $155,188+248.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.19% | 44.73%-28.5pp | 37.47%-21.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $15,937 | $2,811+466.9% | $2,427+556.8% | $4,248+275.2% |
| Participant deferral / active EE | $23,367 | $4,623+405.4% | $4,115+467.9% | $6,531+257.8% |
| Admin fee / account holder | $18,975 | $12,126+56.5% | $10,320+83.9% | $14,480+31.0% |