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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 | $732,111 | $181,062+304.3% | $158,223+362.7% | $155,188+371.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.55% | 57.39%-45.8pp | 52.09%-40.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $3,078 | $4,565-32.6% | $4,109-25.1% | $4,248-27.5% |
| Participant deferral / active EE | $5,764 | $6,134-6.0% | $5,467+5.4% | $6,531-11.7% |
| Admin fee / account holder | $5,733 | $18,825-69.5% | $16,047-64.3% | $14,480-60.4% |