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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 | $586,201 | $153,769+281.2% | $133,975+337.5% | $273,972+114.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.58% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $11,604 | $6,029+92.5% | $5,211+122.7% | $4,869+138.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,000 | $11,765+70.0% | $9,324+114.5% | $10,133+97.4% |