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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 | $662,935 | $184,014+260.3% | $161,149+311.4% | $138,895+377.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.03% | 21.52%-9.5pp | 21.16%-9.1pp | 145.39%-133.4pp |
| Employer contribution / active EE | $9,136 | $5,055+80.7% | $4,360+109.5% | $4,194+117.8% |
| Participant deferral / active EE | $16,940 | $6,909+145.2% | $6,153+175.3% | $6,396+164.8% |
| Admin fee / account holder | $5,072 | $18,027-71.9% | $15,194-66.6% | $12,562-59.6% |