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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 | $669,001 | $172,111+288.7% | $150,298+345.1% | $137,256+387.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $14,008 | $4,636+202.1% | $4,154+237.2% | $4,156+237.0% |
| Participant deferral / active EE | $13,103 | $6,166+112.5% | $5,453+140.3% | $6,407+104.5% |
| Admin fee / account holder | $1,238 | $16,471-92.5% | $14,116-91.2% | $12,270-89.9% |