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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 | $632,405 | $185,312+241.3% | $161,489+291.6% | $154,746+308.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.11% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $7,567 | $4,769+58.7% | $4,268+77.3% | $4,379+72.8% |
| Participant deferral / active EE | $10,109 | $6,350+59.2% | $5,630+79.6% | $6,730+50.2% |
| Admin fee / account holder | $1,073 | $18,654-94.2% | $16,006-93.3% | $14,365-92.5% |