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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 | $162,136+365.2% | $152,301+395.2% | $154,746+387.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.73% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $5,935 | $4,890+21.4% | $4,624+28.3% | $4,379+35.5% |
| Participant deferral / active EE | $4,780 | $8,341-42.7% | $8,004-40.3% | $6,730-29.0% |
| Admin fee / account holder | $13,638 | $15,759-13.5% | $14,398-5.3% | $14,365-5.1% |