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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 | $685,336 | $156,398+338.2% | $147,318+365.2% | $138,895+393.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.57% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $10,100 | $4,853+108.1% | $4,593+119.9% | $4,194+140.8% |
| Participant deferral / active EE | $32,875 | $8,237+299.1% | $7,906+315.8% | $6,396+414.0% |
| Admin fee / account holder | $20,366 | $14,976+36.0% | $13,708+48.6% | $12,562+62.1% |