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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 | $712,919 | $88,707+703.7% | $74,184+861.0% | $273,972+160.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.42% | 11.94%-8.5pp | 17.74%-14.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $21,618 | $3,159+584.2% | $2,370+812.1% | $4,869+344.0% |
| Participant deferral / active EE | $13,359 | $4,212+217.2% | $3,550+276.3% | $5,287+152.7% |
| Admin fee / account holder | $2,685 | $8,717-69.2% | $5,586-51.9% | $10,133-73.5% |