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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 | $662,935 | $213,785+210.1% | $185,441+257.5% | $155,188+327.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.03% | 19.97%-7.9pp | 20.16%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $9,136 | $5,393+69.4% | $4,672+95.5% | $4,248+115.1% |
| Participant deferral / active EE | $16,940 | $6,864+146.8% | $6,152+175.4% | $6,531+159.4% |
| Admin fee / account holder | $5,072 | $21,134-76.0% | $17,890-71.6% | $14,480-65.0% |