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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 | $704,899 | $157,270+348.2% | $141,173+399.3% | $152,870+361.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 27.43% | 64.33%-36.9pp | 71.40%-44.0pp | 345.34%-317.9pp |
| Employer contribution / active EE | $7,624 | $5,261+44.9% | $4,735+61.0% | $4,763+60.1% |
| Participant deferral / active EE | $12,762 | $7,110+79.5% | $6,710+90.2% | $5,850+118.1% |
| Admin fee / account holder | $13,035 | $12,121+7.5% | $10,262+27.0% | $11,597+12.4% |