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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 | $533,535 | $102,245+421.8% | $89,340+497.2% | $137,256+288.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.18% | 21.89%-11.7pp | 20.57%-10.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $15,696 | $2,529+520.6% | $2,231+603.4% | $4,156+277.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,623 | $8,085-42.8% | $6,704-31.0% | $12,270-62.3% |