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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 | $596,823 | $162,821+266.6% | $133,978+345.5% | $158,982+275.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.00% | 41.95%-31.9pp | 45.10%-35.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $3,023 | $4,976-39.3% | $3,919-22.9% | $4,763-36.5% |
| Participant deferral / active EE | $2,279 | $5,910-61.4% | $5,047-54.9% | $5,983-61.9% |
| Admin fee / account holder | $93,650 | $11,742+697.6% | $8,930+948.7% | $11,252+732.3% |