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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 | $801,839 | $162,781+392.6% | $133,956+498.6% | $158,931+404.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.76% | 41.94%-25.2pp | 45.09%-28.3pp | 302.86%-286.1pp |
| Employer contribution / active EE | $11,360 | $4,975+128.3% | $3,919+189.9% | $4,761+138.6% |
| Participant deferral / active EE | $17,611 | $5,911+197.9% | $5,048+248.9% | $5,982+194.4% |
| Admin fee / account holder | $3,119 | $11,736-73.4% | $8,927-65.1% | $11,247-72.3% |