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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 | $755,827 | $165,399+357.0% | $149,745+404.7% | $158,982+375.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.30% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $3,549 | $5,105-30.5% | $4,646-23.6% | $4,763-25.5% |
| Participant deferral / active EE | $10,598 | $7,183+47.6% | $6,843+54.9% | $5,983+77.1% |
| Admin fee / account holder | $4,898 | $10,811-54.7% | $9,312-47.4% | $11,252-56.5% |