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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 | $740,022 | $106,588+594.3% | $94,215+685.5% | $155,188+376.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 16.77% | 29.39%-12.6pp | 28.22%-11.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $9,412 | $3,080+205.6% | $2,675+251.8% | $4,248+121.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,513 | $12,281-47.0% | $10,216-36.3% | $14,480-55.0% |