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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 | $184,014+174.2% | $161,149+213.1% | $138,895+263.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.64% | 21.52%-9.9pp | 21.16%-9.5pp | 145.39%-133.8pp |
| Employer contribution / active EE | $17,665 | $5,055+249.4% | $4,360+305.2% | $4,194+321.2% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $23,859 | $18,027+32.4% | $15,194+57.0% | $12,562+89.9% |