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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 | $591,471 | $107,421+450.6% | $182,262+224.5% | $94,015+529.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 19.51% | 21.32%-1.8pp | 140.60%-121.1pp | 17.84%+1.7pp |
| Employer contribution / active EE | $13,708 | $3,448+297.6% | $5,046+171.7% | $2,790+391.3% |
| Participant deferral / active EE | $5,583 | $6,558-14.9% | $8,276-32.5% | $4,249+31.4% |
| Admin fee / account holder | $9,323 | $8,692+7.3% | $16,712-44.2% | $8,951+4.2% |