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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 | $750,298 | $156,398+379.7% | $147,318+409.3% | $138,895+440.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.34% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $4,342 | $4,853-10.5% | $4,593-5.5% | $4,194+3.5% |
| Participant deferral / active EE | $12,014 | $8,237+45.8% | $7,906+52.0% | $6,396+87.8% |
| Admin fee / account holder | $84,188 | $14,976+462.2% | $13,708+514.2% | $12,562+570.2% |