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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 | $698,378 | $162,136+330.7% | $152,301+358.6% | $154,746+351.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 16.96% | 91.02%-74.1pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $12,517 | $4,890+156.0% | $4,624+170.7% | $4,379+185.8% |
| Participant deferral / active EE | $8,602 | $8,341+3.1% | $8,004+7.5% | $6,730+27.8% |
| Admin fee / account holder | $1,768 | $15,759-88.8% | $14,398-87.7% | $14,365-87.7% |