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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 | $495,905 | $87,166+468.9% | $76,735+546.3% | $137,256+261.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 19.07% | 26.50%-7.4pp | 29.77%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $16,740 | $2,904+476.4% | $2,454+582.1% | $4,156+302.8% |
| Participant deferral / active EE | $9,989 | $4,726+111.4% | $4,088+144.4% | $6,407+55.9% |
| Admin fee / account holder | $5,259 | $8,403-37.4% | $7,189-26.9% | $12,270-57.1% |