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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 | $124,980+408.4% | $108,359+486.3% | $154,746+310.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.73% | 45.00%-24.3pp | 36.89%-16.2pp | 172.34%-151.6pp |
| Employer contribution / active EE | $7,719 | $2,851+170.8% | $2,399+221.7% | $4,379+76.3% |
| Participant deferral / active EE | $18,100 | $4,743+281.6% | $4,137+337.5% | $6,730+168.9% |
| Admin fee / account holder | $5,746 | $11,502-50.0% | $9,741-41.0% | $14,365-60.0% |