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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 | $541,710 | $75,541+617.1% | $152,093+256.2% | $82,637+555.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.35% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $7,175 | $2,622+173.6% | $4,175+71.9% | $2,552+181.1% |
| Participant deferral / active EE | $8,328 | $3,206+159.8% | $5,451+52.8% | $4,126+101.8% |
| Admin fee / account holder | $845 | $6,405-86.8% | $14,497-94.2% | $7,339-88.5% |