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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 | $504,513 | $213,785+136.0% | $185,441+172.1% | $155,188+225.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.64% | 19.97%-8.3pp | 20.16%-8.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $17,665 | $5,393+227.6% | $4,672+278.1% | $4,248+315.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $23,859 | $21,134+12.9% | $17,890+33.4% | $14,480+64.8% |