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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 | $697,406 | $127,386+447.5% | $115,037+506.2% | $125,393+456.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.80% | 31.28%-25.5pp | 26.14%-20.3pp | 282.23%-276.4pp |
| Employer contribution / active EE | $2,500 | $5,166-51.6% | $4,608-45.7% | $4,866-48.6% |
| Participant deferral / active EE | $9,139 | $6,423+42.3% | $6,026+51.6% | $5,351+70.8% |
| Admin fee / account holder | $129,359 | $9,516+1259.3% | $8,175+1482.3% | $9,541+1255.9% |