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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 | $612,351 | $114,119+436.6% | $107,187+471.3% | $138,895+340.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.79% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,224 | $4,059-45.2% | $3,782-41.2% | $4,194-47.0% |
| Participant deferral / active EE | $7,162 | $5,538+29.3% | $5,096+40.5% | $6,396+12.0% |
| Admin fee / account holder | $7,317 | $10,024-27.0% | $9,162-20.1% | $12,562-41.8% |