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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 | $615,871 | $157,296+291.5% | $141,191+336.2% | $152,897+302.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.19% | 64.34%-47.2pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $3,302 | $5,262-37.3% | $4,736-30.3% | $4,764-30.7% |
| Participant deferral / active EE | $7,794 | $7,111+9.6% | $6,710+16.1% | $5,851+33.2% |
| Admin fee / account holder | $32,181 | $12,125+165.4% | $10,264+213.5% | $11,599+177.4% |