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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 | $697,698 | $101,618+586.6% | $93,063+649.7% | $137,256+408.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.48% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,319 | $2,707-14.3% | $2,476-6.3% | $4,156-44.2% |
| Participant deferral / active EE | $22,267 | $4,279+420.3% | $3,958+462.5% | $6,407+247.5% |
| Admin fee / account holder | $6,665 | $6,198+7.5% | $6,033+10.5% | $12,270-45.7% |