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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 | $530,157 | $201,259+163.4% | $184,200+187.8% | $145,959+263.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.00% | 28.98%-10.0pp | 28.80%-9.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $12,733 | $7,018+81.4% | $6,424+98.2% | $4,661+173.2% |
| Participant deferral / active EE | $10,729 | $9,806+9.4% | $9,132+17.5% | $6,689+60.4% |
| Admin fee / account holder | $4,819 | $16,372-70.6% | $13,907-65.3% | $13,398-64.0% |