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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 | $1,213,179 | $183,592+560.8% | $155,574+679.8% | $145,877+731.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.58% | 61.37%-36.8pp | 64.87%-40.3pp | 551.28%-526.7pp |
| Employer contribution / active EE | $22,005 | $5,317+313.9% | $4,676+370.6% | $4,663+371.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,342 | $19,316-82.7% | $15,914-79.0% | $13,402-75.1% |