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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 | $138,312+397.3% | $122,979+459.3% | $155,188+343.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.21% | 22.06%-8.9pp | 20.12%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $7,463 | $3,530+111.4% | $3,062+143.7% | $4,248+75.7% |
| Participant deferral / active EE | $7,336 | $5,592+31.2% | $5,003+46.6% | $6,531+12.3% |
| Admin fee / account holder | $76,619 | $15,089+407.8% | $12,864+495.6% | $14,480+429.1% |