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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 | $746,340 | $172,111+333.6% | $150,298+396.6% | $137,256+443.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.59% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $12,685 | $4,636+173.6% | $4,154+205.4% | $4,156+205.2% |
| Participant deferral / active EE | $12,200 | $6,166+97.9% | $5,453+123.7% | $6,407+90.4% |
| Admin fee / account holder | $691 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |