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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 | $505,427 | $110,337+358.1% | $102,383+393.7% | $145,877+246.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $33,910 | $4,216+704.3% | $3,870+776.2% | $4,663+627.2% |
| Participant deferral / active EE | $22,000 | $5,621+291.4% | $5,060+334.8% | $6,691+228.8% |
| Admin fee / account holder | $19,301 | $9,750+98.0% | $8,391+130.0% | $13,402+44.0% |