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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 | $536,994 | $201,370+166.7% | $184,256+191.4% | $145,897+268.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $39,775 | $7,024+466.3% | $6,427+518.9% | $4,663+753.1% |
| Participant deferral / active EE | $14,167 | $9,808+44.4% | $9,133+55.1% | $6,689+111.8% |
| Admin fee / account holder | $14,616 | $16,364-10.7% | $13,899+5.2% | $13,390+9.2% |