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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 | $581,426 | $106,247+447.2% | $96,515+502.4% | $139,466+316.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.05% | 38.47%-16.4pp | 35.73%-13.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $22,863 | $4,106+456.8% | $3,740+511.4% | $4,754+380.9% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $11,396 | $7,885+44.5% | $6,735+69.2% | $11,409-0.1% |