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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 | $484,511 | $254,759+90.2% | $216,567+123.7% | $198,609+144.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 23.13% | 10.04%+13.1pp | 12.94%+10.2pp | 202.70%-179.6pp |
| Employer contribution / active EE | $12,500 | $6,096+105.0% | $5,216+139.7% | $5,055+147.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,080 | $26,311-88.3% | $21,981-86.0% | $19,030-83.8% |