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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 | $682,763 | $154,193+342.8% | $130,045+425.0% | $139,466+389.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 32.51%-20.2pp | -137.30%+149.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $18,858 | $5,292+256.4% | $4,321+336.4% | $4,754+296.7% |
| Participant deferral / active EE | $10,467 | $6,709+56.0% | $5,820+79.8% | $6,712+55.9% |
| Admin fee / account holder | $6,630 | $13,989-52.6% | $10,600-37.5% | $11,409-41.9% |