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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 | $680,201 | $227,399+199.1% | $189,758+258.5% | $198,609+242.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.45% | 61.03%-37.6pp | 52.62%-29.2pp | 202.70%-179.2pp |
| Employer contribution / active EE | $2,204 | $5,526-60.1% | $4,767-53.8% | $5,055-56.4% |
| Participant deferral / active EE | $10,461 | $6,837+53.0% | $5,856+78.6% | $6,977+49.9% |
| Admin fee / account holder | $3,703 | $25,162-85.3% | $20,388-81.8% | $19,030-80.5% |