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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 | $664,638 | $162,136+309.9% | $152,301+336.4% | $154,746+329.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.52% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $4,783 | $4,890-2.2% | $4,624+3.4% | $4,379+9.2% |
| Participant deferral / active EE | $10,795 | $8,341+29.4% | $8,004+34.9% | $6,730+60.4% |
| Admin fee / account holder | $4,739 | $15,759-69.9% | $14,398-67.1% | $14,365-67.0% |