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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 | $111,535+537.2% | $105,223+575.4% | $137,256+417.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.58% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $43,725 | $3,939+1009.9% | $3,689+1085.4% | $4,156+952.1% |
| Participant deferral / active EE | $8,033 | $5,500+46.1% | $5,072+58.4% | $6,407+25.4% |
| Admin fee / account holder | $7,859 | $9,721-19.2% | $8,859-11.3% | $12,270-36.0% |