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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 | $496,319 | $115,225+330.7% | $100,712+392.8% | $138,895+257.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.09% | 40.35%-26.3pp | 33.27%-19.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $5,939 | $2,771+114.3% | $2,313+156.8% | $4,194+41.6% |
| Participant deferral / active EE | $6,000 | $4,699+27.7% | $4,085+46.9% | $6,396-6.2% |
| Admin fee / account holder | $2,520 | $10,844-76.8% | $9,256-72.8% | $12,562-79.9% |