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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 | $553,133 | $211,946+161.0% | $169,452+226.4% | $135,380+308.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 12.89% | 3.26%+9.6pp | 1.83%+11.1pp | 519.81%-506.9pp |
| Employer contribution / active EE | $20,850 | $5,117+307.5% | $4,157+401.6% | $4,779+336.3% |
| Participant deferral / active EE | $16,692 | $6,075+174.7% | $5,277+216.3% | $5,609+197.6% |
| Admin fee / account holder | $8,859 | $11,472-22.8% | $9,110-2.8% | $10,828-18.2% |