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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 | $635,342 | $112,729+463.6% | $98,716+543.6% | $137,256+362.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.73% | 38.48%-17.7pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $7,719 | $2,725+183.2% | $2,279+238.8% | $4,156+85.7% |
| Participant deferral / active EE | $18,100 | $4,640+290.1% | $4,048+347.2% | $6,407+182.5% |
| Admin fee / account holder | $5,746 | $10,129-43.3% | $8,703-34.0% | $12,270-53.2% |