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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 | $682,214 | $209,336+225.9% | $197,124+246.1% | $137,256+397.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 33.01% | 48.09%-15.1pp | 44.34%-11.3pp | 220.34%-187.3pp |
| Employer contribution / active EE | $28,891 | $6,591+338.4% | $6,227+363.9% | $4,156+595.1% |
| Participant deferral / active EE | $16,750 | $9,614+74.2% | $9,135+83.4% | $6,407+161.4% |
| Admin fee / account holder | $45,297 | $17,308+161.7% | $16,298+177.9% | $12,270+269.2% |