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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 | $967,788 | $199,109+386.1% | $173,730+457.1% | $154,746+525.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.71% | 20.02%-7.3pp | 19.96%-7.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $10,368 | $5,311+95.2% | $4,577+126.5% | $4,379+136.8% |
| Participant deferral / active EE | $14,100 | $7,113+98.2% | $6,326+122.9% | $6,730+109.5% |
| Admin fee / account holder | $7,157 | $20,916-65.8% | $17,523-59.2% | $14,365-50.2% |