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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 | $454,964 | $201,372+125.9% | $184,260+146.9% | $145,884+211.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.64% | 29.04%-13.4pp | 28.84%-13.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $24,405 | $7,024+247.5% | $6,427+279.7% | $4,662+423.5% |
| Participant deferral / active EE | $18,386 | $9,808+87.5% | $9,133+101.3% | $6,690+174.8% |
| Admin fee / account holder | $1,262 | $16,362-92.3% | $13,898-90.9% | $13,392-90.6% |