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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 | $743,767 | $177,595+318.8% | $148,496+400.9% | $198,609+274.5% |
| Participation rate | 83.3% | 79.3%+4.1pp | 76.0%+7.3pp | 82.4%+1.0pp |
| Annual return | 12.95% | 9.97%+3.0pp | 12.33%+0.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $30,226 | $4,098+637.6% | $3,497+764.2% | $5,055+497.9% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $52,804 | $27,010+95.5% | $19,547+170.1% | $19,030+177.5% |