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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 | $451,668 | $107,733+319.2% | $92,985+385.7% | $154,746+191.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.00% | 30.39%-14.4pp | 27.99%-12.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $6,000 | $3,126+91.9% | $2,662+125.4% | $4,379+37.0% |
| Participant deferral / active EE | $31,000 | $5,053+513.5% | $4,377+608.3% | $6,730+360.6% |
| Admin fee / account holder | $3,544 | $11,369-68.8% | $9,463-62.6% | $14,365-75.3% |