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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 | $645,973 | $154,228+318.8% | $145,433+344.2% | $137,256+370.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.89% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $7,821 | $4,804+62.8% | $4,554+71.7% | $4,156+88.2% |
| Participant deferral / active EE | $26,955 | $8,216+228.1% | $7,897+241.3% | $6,407+320.7% |
| Admin fee / account holder | $3,176 | $14,344-77.9% | $13,129-75.8% | $12,270-74.1% |