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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 | $754,178 | $154,228+389.0% | $145,433+418.6% | $137,256+449.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,935 | $4,804+23.5% | $4,554+30.3% | $4,156+42.8% |
| Participant deferral / active EE | $4,780 | $8,216-41.8% | $7,897-39.5% | $6,407-25.4% |
| Admin fee / account holder | $13,638 | $14,344-4.9% | $13,129+3.9% | $12,270+11.1% |