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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 | $687,835 | $124,425+452.8% | $112,040+513.9% | $137,256+401.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.21% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,463 | $3,411+118.8% | $2,954+152.6% | $4,156+79.6% |
| Participant deferral / active EE | $7,336 | $5,718+28.3% | $5,098+43.9% | $6,407+14.5% |
| Admin fee / account holder | $76,619 | $15,207+403.9% | $12,098+533.3% | $12,270+524.4% |