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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 | $726,596 | $201,264+261.0% | $184,185+294.5% | $145,978+397.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 53.57% | 29.00%+24.6pp | 28.81%+24.8pp | 550.52%-497.0pp |
| Employer contribution / active EE | $2,447 | $7,021-65.2% | $6,426-61.9% | $4,662-47.5% |
| Participant deferral / active EE | $13,027 | $9,806+32.8% | $9,132+42.6% | $6,690+94.7% |
| Admin fee / account holder | $7,295 | $16,376-55.5% | $13,909-47.6% | $13,400-45.6% |