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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 | $943,162 | $153,769+513.4% | $133,975+604.0% | $273,972+244.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.36% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,938 | $6,029+64.8% | $5,211+90.7% | $4,869+104.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $34,744 | $11,765+195.3% | $9,324+272.6% | $10,133+242.9% |