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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 | $599,830 | $106,280+464.4% | $96,538+521.3% | $139,487+330.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.88% | 38.48%-14.6pp | 35.74%-11.9pp | 373.84%-350.0pp |
| Employer contribution / active EE | $8,830 | $4,107+115.0% | $3,740+136.1% | $4,755+85.7% |
| Participant deferral / active EE | $6,001 | $5,457+10.0% | $4,880+22.9% | $6,713-10.6% |
| Admin fee / account holder | $4,793 | $7,888-39.2% | $6,737-28.9% | $11,407-58.0% |