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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 | $640,445 | $107,809+494.1% | $97,032+560.0% | $155,188+312.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.37% | 38.06%-20.7pp | 35.38%-18.0pp | 148.84%-131.5pp |
| Employer contribution / active EE | $21,721 | $2,911+646.1% | $2,629+726.3% | $4,248+411.3% |
| Participant deferral / active EE | $17,433 | $5,129+239.9% | $4,672+273.1% | $6,531+166.9% |
| Admin fee / account holder | $39,087 | $10,717+264.7% | $9,418+315.0% | $14,480+169.9% |