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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 | $572,498 | $184,014+211.1% | $161,149+255.3% | $138,895+312.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.38% | 21.52%-5.1pp | 21.16%-4.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $46,952 | $5,055+828.8% | $4,360+976.8% | $4,194+1019.4% |
| Participant deferral / active EE | $31,348 | $6,909+353.7% | $6,153+409.5% | $6,396+390.1% |
| Admin fee / account holder | $23,271 | $18,027+29.1% | $15,194+53.2% | $12,562+85.2% |