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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 | $728,042 | $88,996+718.1% | $78,004+833.3% | $138,895+424.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.90% | 28.03%-13.1pp | 31.07%-16.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,770 | $2,917+29.2% | $2,469+52.7% | $4,194-10.1% |
| Participant deferral / active EE | $27,893 | $4,724+490.4% | $4,092+581.7% | $6,396+336.1% |
| Admin fee / account holder | $5,070 | $8,807-42.4% | $7,578-33.1% | $12,562-59.6% |