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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 | $174,379+328.0% | $152,093+390.7% | $138,895+437.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.59% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $12,685 | $4,652+172.7% | $4,175+203.8% | $4,194+202.4% |
| Participant deferral / active EE | $12,200 | $6,159+98.1% | $5,451+123.8% | $6,396+90.7% |
| Admin fee / account holder | $691 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |