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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 | $499,533 | $100,970+394.7% | $96,576+417.2% | $137,256+263.9% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 13.22% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,293 | $3,809+91.5% | $3,553+105.3% | $4,156+75.5% |
| Participant deferral / active EE | $21,084 | $8,286+154.4% | $7,956+165.0% | $6,407+229.1% |
| Admin fee / account holder | $92,082 | $11,312+714.0% | $11,381+709.1% | $12,270+650.5% |