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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 | $461,930 | $211,105+118.8% | $178,449+158.9% | $145,978+216.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.64% | 30.19%-2.5pp | 27.09%+0.6pp | 550.52%-522.9pp |
| Employer contribution / active EE | $20,981 | $4,569+359.2% | $3,951+431.1% | $4,662+350.1% |
| Participant deferral / active EE | $11,367 | $6,959+63.3% | $6,277+81.1% | $6,690+69.9% |
| Admin fee / account holder | $34,262 | $12,017+185.1% | $10,362+230.6% | $13,400+155.7% |