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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 | $678,788 | $181,062+274.9% | $158,223+329.0% | $155,188+337.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.43% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $5,927 | $4,565+29.8% | $4,109+44.3% | $4,248+39.5% |
| Participant deferral / active EE | $16,227 | $6,134+164.5% | $5,467+196.8% | $6,531+148.5% |
| Admin fee / account holder | $3,776 | $18,825-79.9% | $16,047-76.5% | $14,480-73.9% |