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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 | $619,231 | $275,752+124.6% | $256,809+141.1% | $198,609+211.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.13% | 34.81%-15.7pp | 32.73%-13.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $5,882 | $7,721-23.8% | $7,263-19.0% | $5,055+16.3% |
| Participant deferral / active EE | $13,040 | $10,037+29.9% | $9,520+37.0% | $6,977+86.9% |
| Admin fee / account holder | $18,824 | $25,716-26.8% | $25,146-25.1% | $19,030-1.1% |