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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 | $199,109+261.8% | $173,730+314.6% | $154,746+365.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.29% | 20.02%-5.7pp | 19.96%-5.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $5,511 | $5,311+3.8% | $4,577+20.4% | $4,379+25.8% |
| Participant deferral / active EE | $37,300 | $7,113+424.4% | $6,326+489.6% | $6,730+454.2% |
| Admin fee / account holder | $9,105 | $20,916-56.5% | $17,523-48.0% | $14,365-36.6% |