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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 | $704,874 | $196,972+257.9% | $182,262+286.7% | $198,609+254.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.95% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $4,403 | $5,364-17.9% | $5,046-12.7% | $5,055-12.9% |
| Participant deferral / active EE | $20,930 | $8,643+142.2% | $8,276+152.9% | $6,977+200.0% |
| Admin fee / account holder | $11,223 | $18,429-39.1% | $16,712-32.8% | $19,030-41.0% |