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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 | $772,098 | $124,980+517.8% | $108,359+612.5% | $154,746+398.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.86% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,056 | $2,851-63.0% | $2,399-56.0% | $4,379-75.9% |
| Participant deferral / active EE | $1,584 | $4,743-66.6% | $4,137-61.7% | $6,730-76.5% |
| Admin fee / account holder | $36,424 | $11,502+216.7% | $9,741+273.9% | $14,365+153.6% |