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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 | $87,166+473.8% | $76,735+551.8% | $137,256+264.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.09% | 26.50%-9.4pp | 29.77%-12.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $29,055 | $2,904+900.4% | $2,454+1083.9% | $4,156+599.1% |
| Participant deferral / active EE | $23,500 | $4,726+397.2% | $4,088+474.9% | $6,407+266.8% |
| Admin fee / account holder | $4,002 | $8,403-52.4% | $7,189-44.3% | $12,270-67.4% |