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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 | $1,130,415 | $199,109+467.7% | $173,730+550.7% | $154,746+630.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.27% | 20.02%-5.7pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,000 | $5,311-24.7% | $4,577-12.6% | $4,379-8.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,659 | $20,916-82.5% | $17,523-79.1% | $14,365-74.5% |