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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 | $686,590 | $155,555+341.4% | $146,866+367.5% | $155,188+342.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.07% | 115.41%-104.3pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $8,333 | $4,647+79.3% | $4,425+88.3% | $4,248+96.2% |
| Participant deferral / active EE | $20,398 | $8,044+153.6% | $7,759+162.9% | $6,531+212.3% |
| Admin fee / account holder | $7,595 | $14,755-48.5% | $13,620-44.2% | $14,480-47.5% |