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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 | $201,344+166.7% | $184,243+191.5% | $145,877+268.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 29.01%-15.7pp | 28.82%-15.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $39,775 | $7,022+466.4% | $6,427+518.9% | $4,663+753.0% |
| Participant deferral / active EE | $14,167 | $9,807+44.5% | $9,132+55.1% | $6,691+111.7% |
| Admin fee / account holder | $14,616 | $16,382-10.8% | $13,914+5.1% | $13,402+9.1% |