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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 | $755,914 | $211,105+258.1% | $178,449+323.6% | $145,978+417.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.95% | 30.19%-18.2pp | 27.09%-15.1pp | 550.52%-538.6pp |
| Employer contribution / active EE | $29,517 | $4,569+546.1% | $3,951+647.1% | $4,662+533.2% |
| Participant deferral / active EE | $18,670 | $6,959+168.3% | $6,277+197.5% | $6,690+179.1% |
| Admin fee / account holder | $6,596 | $12,017-45.1% | $10,362-36.3% | $13,400-50.8% |