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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 | $709,997 | $181,896+290.3% | $156,551+353.5% | $273,972+159.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.53% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $87,000 | $6,248+1292.4% | $5,501+1481.4% | $4,869+1686.9% |
| Participant deferral / active EE | $49,000 | $5,550+782.9% | $4,871+905.9% | $5,287+826.8% |
| Admin fee / account holder | $9,776 | $15,560-37.2% | $13,028-25.0% | $10,133-3.5% |