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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 | $174,379+299.6% | $152,093+358.2% | $138,895+401.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.78% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,442 | $4,652-47.5% | $4,175-41.5% | $4,194-41.8% |
| Participant deferral / active EE | $10,216 | $6,159+65.9% | $5,451+87.4% | $6,396+59.7% |
| Admin fee / account holder | $25,023 | $16,880+48.2% | $14,497+72.6% | $12,562+99.2% |