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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 | $696,369 | $181,896+282.8% | $156,551+344.8% | $273,972+154.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.34% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $30,000 | $6,248+380.1% | $5,501+445.3% | $4,869+516.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,559 | $15,560-57.8% | $13,028-49.7% | $10,133-35.3% |