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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 | $110,137+314.8% | $161,149+183.5% | $82,637+452.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.10% | 20.69%-2.6pp | 21.16%-3.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $5,585 | $2,856+95.6% | $4,360+28.1% | $2,552+118.9% |
| Participant deferral / active EE | $10,898 | $4,575+138.2% | $6,153+77.1% | $4,126+164.1% |
| Admin fee / account holder | $14,762 | $9,467+55.9% | $15,194-2.8% | $7,339+101.1% |