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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 | $275,194 | $91,037+202.3% | $71,671+284.0% | $147,586+86.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.83% | 20.48%+0.4pp | 20.65%+0.2pp | 578.59%-557.8pp |
| Employer contribution / active EE | $7,789 | $3,327+134.1% | $2,460+216.6% | $4,876+59.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,455 | $8,613-71.5% | $5,558-55.8% | $10,886-77.4% |