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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 | $759,583 | $174,379+335.6% | $152,093+399.4% | $138,895+446.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.61% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $53,522 | $4,652+1050.6% | $4,175+1182.1% | $4,194+1176.1% |
| Participant deferral / active EE | $34,271 | $6,159+456.4% | $5,451+528.7% | $6,396+435.8% |
| Admin fee / account holder | $5,307 | $16,880-68.6% | $14,497-63.4% | $12,562-57.8% |