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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 | $440,905 | $100,147+340.3% | $81,286+442.4% | $145,877+202.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 29.10% | 34.44%-5.3pp | 24.80%+4.3pp | 551.28%-522.2pp |
| Employer contribution / active EE | $12,552 | $2,977+321.6% | $2,463+409.7% | $4,663+169.2% |
| Participant deferral / active EE | $10,994 | $4,607+138.6% | $3,883+183.1% | $6,691+64.3% |
| Admin fee / account holder | $10,004 | $8,201+22.0% | $5,764+73.6% | $13,402-25.4% |