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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 | $765,544 | $155,555+392.1% | $146,866+421.3% | $155,188+393.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.65% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,895 | $4,647-37.7% | $4,425-34.6% | $4,248-31.9% |
| Participant deferral / active EE | $7,484 | $8,044-7.0% | $7,759-3.6% | $6,531+14.6% |
| Admin fee / account holder | $53,678 | $14,755+263.8% | $13,620+294.1% | $14,480+270.7% |