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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 | $744,026 | $114,119+552.0% | $107,187+594.1% | $138,895+435.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.08% | 273.21%-256.1pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $15,959 | $4,059+293.2% | $3,782+321.9% | $4,194+280.5% |
| Participant deferral / active EE | $7,253 | $5,538+31.0% | $5,096+42.3% | $6,396+13.4% |
| Admin fee / account holder | $3,951 | $10,024-60.6% | $9,162-56.9% | $12,562-68.5% |