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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 | $566,624 | $124,425+355.4% | $112,040+405.7% | $137,256+312.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.57% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $25,262 | $3,411+640.5% | $2,954+755.2% | $4,156+507.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21,664 | $15,207+42.5% | $12,098+79.1% | $12,270+76.6% |