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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 | $211,288+162.1% | $178,540+210.1% | $145,884+279.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.80% | 30.27%-19.5pp | 27.15%-16.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $12,465 | $4,574+172.5% | $3,953+215.3% | $4,662+167.4% |
| Participant deferral / active EE | $15,625 | $6,967+124.3% | $6,281+148.8% | $6,690+133.6% |
| Admin fee / account holder | $3,483 | $12,105-71.2% | $10,424-66.6% | $13,392-74.0% |