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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 | $487,309 | $154,467+215.5% | $130,270+274.1% | $139,487+249.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 15.29% | 30.58%-15.3pp | 38.89%-23.6pp | 373.84%-358.6pp |
| Employer contribution / active EE | $10,462 | $5,175+102.2% | $4,128+153.5% | $4,755+120.0% |
| Participant deferral / active EE | $22,500 | $8,497+164.8% | $6,797+231.0% | $6,713+235.2% |
| Admin fee / account holder | $7,918 | $9,222-14.1% | $6,022+31.5% | $11,407-30.6% |