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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 | $563,551 | $108,212+420.8% | $77,513+627.0% | $158,966+254.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.81% | 31.67%-14.9pp | 54.81%-38.0pp | 302.95%-286.1pp |
| Employer contribution / active EE | $12,418 | $1,325+837.2% | $987+1158.6% | $4,762+160.8% |
| Participant deferral / active EE | $13,000 | $2,455+429.4% | $1,861+598.5% | $5,983+117.3% |
| Admin fee / account holder | $4,391 | $3,709+18.4% | $2,859+53.6% | $11,250-61.0% |