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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 | $504,138 | $201,259+150.5% | $184,200+173.7% | $145,959+245.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.85% | 28.98%-16.1pp | 28.80%-16.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,717 | $7,018-47.0% | $6,424-42.1% | $4,661-20.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,459 | $16,372-91.1% | $13,907-89.5% | $13,398-89.1% |