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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 | $465,752 | $167,415+178.2% | $140,514+231.5% | $198,609+134.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 5.37% | 13.85%-8.5pp | 14.36%-9.0pp | 202.70%-197.3pp |
| Employer contribution / active EE | $20,000 | $4,088+389.3% | $3,378+492.0% | $5,055+295.6% |
| Participant deferral / active EE | $13,020 | $5,579+133.4% | $4,919+164.7% | $6,977+86.6% |
| Admin fee / account holder | $224,127 | $16,730+1239.6% | $13,697+1536.3% | $19,030+1077.7% |