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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 | $591,655 | $124,980+373.4% | $108,359+446.0% | $154,746+282.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.79% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,002 | $2,851+110.5% | $2,399+150.1% | $4,379+37.1% |
| Participant deferral / active EE | $13,796 | $4,743+190.9% | $4,137+233.5% | $6,730+105.0% |
| Admin fee / account holder | $2,072 | $11,502-82.0% | $9,741-78.7% | $14,365-85.6% |