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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 | $123,000+306.7% | $105,582+373.7% | $198,609+151.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 17.09% | 18.31%-1.2pp | 18.61%-1.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $29,055 | $3,582+711.1% | $2,984+873.7% | $5,055+474.7% |
| Participant deferral / active EE | $23,500 | $5,013+368.8% | $4,353+439.8% | $6,977+236.8% |
| Admin fee / account holder | $4,002 | $16,254-75.4% | $12,856-68.9% | $19,030-79.0% |