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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 | $592,678 | $139,948+323.5% | $121,663+387.1% | $154,746+283.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.10% | 230.52%-215.4pp | 147.54%-132.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $22,801 | $3,521+547.6% | $3,020+655.0% | $4,379+420.7% |
| Participant deferral / active EE | $4,801 | $5,629-14.7% | $4,887-1.8% | $6,730-28.7% |
| Admin fee / account holder | $35,200 | $17,321+103.2% | $14,289+146.3% | $14,365+145.0% |