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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 | $500,181 | $107,733+364.3% | $92,985+437.9% | $154,746+223.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.09% | 30.39%-13.3pp | 27.99%-10.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $29,055 | $3,126+829.3% | $2,662+991.4% | $4,379+563.5% |
| Participant deferral / active EE | $23,500 | $5,053+365.1% | $4,377+436.9% | $6,730+249.2% |
| Admin fee / account holder | $4,002 | $11,369-64.8% | $9,463-57.7% | $14,365-72.1% |