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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 | $553,706 | $211,105+162.3% | $178,449+210.3% | $145,978+279.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.80% | 30.19%-19.4pp | 27.09%-16.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $12,465 | $4,569+172.8% | $3,951+215.5% | $4,662+167.4% |
| Participant deferral / active EE | $15,625 | $6,959+124.5% | $6,277+148.9% | $6,690+133.6% |
| Admin fee / account holder | $3,483 | $12,017-71.0% | $10,362-66.4% | $13,400-74.0% |