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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 | $106,524+455.2% | $152,301+288.4% | $87,485+576.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.51% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $13,708 | $3,371+306.6% | $4,624+196.4% | $2,596+428.0% |
| Participant deferral / active EE | $5,583 | $6,525-14.4% | $8,004-30.2% | $4,274+30.6% |
| Admin fee / account holder | $9,323 | $8,287+12.5% | $14,398-35.2% | $7,775+19.9% |