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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 | $731,181 | $126,661+477.3% | $113,397+544.8% | $138,895+426.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 42.39% | 25.05%+17.3pp | 23.20%+19.2pp | 145.39%-103.0pp |
| Employer contribution / active EE | $3,845 | $3,456+11.3% | $2,977+29.2% | $4,194-8.3% |
| Participant deferral / active EE | $15,235 | $5,693+167.6% | $5,076+200.1% | $6,396+138.2% |
| Admin fee / account holder | $1,278 | $14,549-91.2% | $11,957-89.3% | $12,562-89.8% |