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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 | $1,044,306 | $99,380+950.8% | $90,312+1056.3% | $155,188+572.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 6.09% | 19.35%-13.3pp | 18.90%-12.8pp | 148.84%-142.7pp |
| Employer contribution / active EE | $14,566 | $2,390+509.5% | $2,243+549.5% | $4,248+242.9% |
| Participant deferral / active EE | $8,729 | $4,212+107.2% | $3,749+132.8% | $6,531+33.6% |
| Admin fee / account holder | $22,633 | $9,766+131.8% | $8,248+174.4% | $14,480+56.3% |