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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 | $710,726 | $134,817+427.2% | $123,973+473.3% | $155,188+358.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.58% | 515.49%-502.9pp | 388.13%-375.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $43,725 | $4,425+888.1% | $4,126+959.8% | $4,248+929.4% |
| Participant deferral / active EE | $8,033 | $5,706+40.8% | $5,247+53.1% | $6,531+23.0% |
| Admin fee / account holder | $7,859 | $13,245-40.7% | $11,799-33.4% | $14,480-45.7% |