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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 | $696,848 | $172,111+304.9% | $150,298+363.6% | $137,256+407.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.78% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,442 | $4,636-47.3% | $4,154-41.2% | $4,156-41.2% |
| Participant deferral / active EE | $10,216 | $6,166+65.7% | $5,453+87.4% | $6,407+59.5% |
| Admin fee / account holder | $25,023 | $16,471+51.9% | $14,116+77.3% | $12,270+103.9% |