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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 | $97,289+413.5% | $92,805+438.3% | $155,188+221.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 83.5%+6.5pp | 80.8%+9.2pp |
| Annual return | 13.22% | 29.03%-15.8pp | 31.59%-18.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $7,293 | $3,632+100.8% | $3,424+113.0% | $4,248+71.7% |
| Participant deferral / active EE | $21,084 | $8,795+139.7% | $8,448+149.6% | $6,531+222.8% |
| Admin fee / account holder | $92,082 | $12,015+666.4% | $10,911+744.0% | $14,480+535.9% |