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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 | $1,157,095 | $161,352+617.1% | $134,172+762.4% | $137,256+743.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.25% | 28.72%-15.5pp | 25.30%-12.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $30,000 | $5,552+440.3% | $4,690+539.6% | $6,407+368.3% |
| Admin fee / account holder | $134,380 | $15,028+794.2% | $12,016+1018.3% | $12,270+995.2% |