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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 | $587,422 | $126,661+363.8% | $113,397+418.0% | $138,895+322.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.22% | 25.05%-7.8pp | 23.20%-6.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $4,175 | $3,456+20.8% | $2,977+40.2% | $4,194-0.5% |
| Participant deferral / active EE | $10,174 | $5,693+78.7% | $5,076+100.4% | $6,396+59.1% |
| Admin fee / account holder | $4,252 | $14,549-70.8% | $11,957-64.4% | $12,562-66.2% |