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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 | $513,865 | $154,228+233.2% | $145,433+253.3% | $137,256+274.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.74% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $34,881 | $4,804+626.1% | $4,554+665.9% | $4,156+739.3% |
| Participant deferral / active EE | $18,364 | $8,216+123.5% | $7,897+132.5% | $6,407+186.6% |
| Admin fee / account holder | $10,379 | $14,344-27.6% | $13,129-20.9% | $12,270-15.4% |