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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 | $596,975 | $129,737+360.1% | $119,126+401.1% | $154,746+285.8% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 17.58% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $23,596 | $4,375+439.3% | $4,034+485.0% | $4,379+438.8% |
| Participant deferral / active EE | $16,956 | $5,842+190.2% | $5,318+218.8% | $6,730+151.9% |
| Admin fee / account holder | $6,433 | $11,961-46.2% | $10,693-39.8% | $14,365-55.2% |