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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 | $792,654 | $153,769+415.5% | $133,975+491.6% | $273,972+189.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 21.35% | 36.51%-15.2pp | 29.29%-7.9pp | 41.46%-20.1pp |
| Employer contribution / active EE | $17,500 | $6,029+190.3% | $5,211+235.8% | $4,869+259.4% |
| Participant deferral / active EE | $15,040 | $6,958+116.1% | $6,282+139.4% | $5,287+184.5% |
| Admin fee / account holder | $30,442 | $11,765+158.8% | $9,324+226.5% | $10,133+200.4% |