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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 | $443,807 | $211,105+110.2% | $178,449+148.7% | $145,978+204.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.40% | 30.19%-7.8pp | 27.09%-4.7pp | 550.52%-528.1pp |
| Employer contribution / active EE | $17,867 | $4,569+291.1% | $3,951+352.2% | $4,662+283.3% |
| Participant deferral / active EE | $10,698 | $6,959+53.7% | $6,277+70.4% | $6,690+59.9% |
| Admin fee / account holder | $59,822 | $12,017+397.8% | $10,362+477.3% | $13,400+346.4% |