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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 | $456,803 | $108,825+319.8% | $156,181+192.5% | $82,448+454.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.10% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,585 | $2,870+94.6% | $4,294+30.1% | $2,551+119.0% |
| Participant deferral / active EE | $10,898 | $4,577+138.1% | $6,132+77.7% | $4,139+163.3% |
| Admin fee / account holder | $14,762 | $9,341+58.0% | $14,586+1.2% | $7,234+104.0% |