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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 | $705,507 | $202,345+248.7% | $172,755+308.4% | $152,885+361.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.12% | 1029.77%-1004.7pp | 802.94%-777.8pp | 345.39%-320.3pp |
| Employer contribution / active EE | $2,614 | $5,858-55.4% | $5,144-49.2% | $4,763-45.1% |
| Participant deferral / active EE | $7,438 | $5,948+25.0% | $5,198+43.1% | $5,851+27.1% |
| Admin fee / account holder | $2,666 | $17,111-84.4% | $13,955-80.9% | $11,598-77.0% |