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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 | $106,588+369.3% | $94,215+430.9% | $155,188+222.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.09% | 29.39%-12.3pp | 28.22%-11.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $29,055 | $3,080+843.5% | $2,675+986.1% | $4,248+584.0% |
| Participant deferral / active EE | $23,500 | $4,802+389.3% | $4,276+449.6% | $6,531+259.8% |
| Admin fee / account holder | $4,002 | $12,281-67.4% | $10,216-60.8% | $14,480-72.4% |