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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 | $528,032 | $94,439+459.1% | $73,658+616.9% | $154,746+241.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 10.26% | 28.25%-18.0pp | 29.72%-19.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $21,543 | $1,257+1613.5% | $1,032+1986.8% | $4,379+392.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,286 | $3,843+349.8% | $3,357+415.0% | $14,365+20.3% |