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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 | $655,204 | $111,535+487.4% | $105,223+522.7% | $137,256+377.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.48% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,000 | $3,939-23.8% | $3,689-18.7% | $4,156-27.8% |
| Participant deferral / active EE | $29,900 | $5,500+443.6% | $5,072+489.5% | $6,407+366.7% |
| Admin fee / account holder | $7,503 | $9,721-22.8% | $8,859-15.3% | $12,270-38.9% |