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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 | $735,900 | $185,312+297.1% | $161,489+355.7% | $154,746+375.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.38% | 103.84%-92.5pp | 89.72%-78.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $5,020 | $4,769+5.3% | $4,268+17.6% | $4,379+14.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,420 | $18,654-87.0% | $16,006-84.9% | $14,365-83.2% |