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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 | $720,362 | $254,759+182.8% | $216,567+232.6% | $198,609+262.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.29% | 10.04%+4.2pp | 12.94%+1.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $5,511 | $6,096-9.6% | $5,216+5.7% | $5,055+9.0% |
| Participant deferral / active EE | $37,300 | $6,948+436.8% | $6,191+502.5% | $6,977+434.6% |
| Admin fee / account holder | $9,105 | $26,311-65.4% | $21,981-58.6% | $19,030-52.2% |