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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 | $663,316 | $213,785+210.3% | $185,441+257.7% | $155,188+327.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.28% | 19.97%-11.7pp | 20.16%-11.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $2,328 | $5,393-56.8% | $4,672-50.2% | $4,248-45.2% |
| Participant deferral / active EE | $3,840 | $6,864-44.1% | $6,152-37.6% | $6,531-41.2% |
| Admin fee / account holder | $27,748 | $21,134+31.3% | $17,890+55.1% | $14,480+91.6% |