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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 | $749,453 | $228,352+228.2% | $185,835+303.3% | $158,966+371.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.03% | 40.81%-25.8pp | 35.96%-20.9pp | 302.95%-287.9pp |
| Employer contribution / active EE | $17,332 | $4,967+249.0% | $4,087+324.0% | $4,762+263.9% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,682 | $11,867-60.5% | $9,502-50.7% | $11,250-58.4% |