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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 | $532,385 | $126,661+320.3% | $113,397+369.5% | $138,895+283.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.89% | 25.05%-8.2pp | 23.20%-6.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $22,507 | $3,456+551.2% | $2,977+656.0% | $4,194+436.6% |
| Participant deferral / active EE | $9,026 | $5,693+58.6% | $5,076+77.8% | $6,396+41.1% |
| Admin fee / account holder | $94,815 | $14,549+551.7% | $11,957+693.0% | $12,562+654.8% |