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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 | $753,625 | $129,737+480.9% | $119,126+532.6% | $154,746+387.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.05% | 379.08%-363.0pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,445 | $4,375-44.1% | $4,034-39.4% | $4,379-44.2% |
| Participant deferral / active EE | $10,040 | $5,842+71.9% | $5,318+88.8% | $6,730+49.2% |
| Admin fee / account holder | $3,832 | $11,961-68.0% | $10,693-64.2% | $14,365-73.3% |