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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 | $714,875 | $201,264+255.2% | $184,185+288.1% | $145,978+389.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 29.00%-15.3pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $21,013 | $7,021+199.3% | $6,426+227.0% | $4,662+350.7% |
| Participant deferral / active EE | $20,700 | $9,806+111.1% | $9,132+126.7% | $6,690+209.4% |
| Admin fee / account holder | $1,600 | $16,376-90.2% | $13,909-88.5% | $13,400-88.1% |