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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 | $548,898 | $116,175+372.5% | $93,609+486.4% | $152,870+259.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.94% | 35.96%-14.0pp | 32.76%-10.8pp | 345.34%-323.4pp |
| Employer contribution / active EE | $12,666 | $3,218+293.6% | $2,718+366.0% | $4,763+165.9% |
| Participant deferral / active EE | $9,987 | $4,603+116.9% | $4,069+145.4% | $5,850+70.7% |
| Admin fee / account holder | $7,123 | $10,748-33.7% | $7,889-9.7% | $11,597-38.6% |