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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 | $702,494 | $223,823+213.9% | $211,142+232.7% | $154,746+354.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 25.12% | 50.39%-25.3pp | 46.84%-21.7pp | 172.34%-147.2pp |
| Employer contribution / active EE | $25,000 | $6,787+268.4% | $6,442+288.1% | $4,379+470.9% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,828 | $19,707+0.6% | $19,076+3.9% | $14,365+38.0% |