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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 | $201,259+166.8% | $184,200+191.5% | $145,959+267.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 28.98%-15.6pp | 28.80%-15.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $39,775 | $7,018+466.7% | $6,424+519.2% | $4,661+753.4% |
| Participant deferral / active EE | $14,167 | $9,806+44.5% | $9,132+55.1% | $6,689+111.8% |
| Admin fee / account holder | $14,616 | $16,372-10.7% | $13,907+5.1% | $13,398+9.1% |