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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 | $605,154 | $124,425+386.4% | $112,040+440.1% | $137,256+340.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.10% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $10,898 | $3,411+219.5% | $2,954+268.9% | $4,156+162.2% |
| Participant deferral / active EE | $6,200 | $5,718+8.4% | $5,098+21.6% | $6,407-3.2% |
| Admin fee / account holder | $2,625 | $15,207-82.7% | $12,098-78.3% | $12,270-78.6% |