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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 | $835,864 | $212,386+293.6% | $199,883+318.2% | $138,895+501.8% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 20.71% | 47.75%-27.0pp | 43.81%-23.1pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,467 | $9,617+71.2% | $9,138+80.2% | $6,396+157.5% |
| Admin fee / account holder | $3,514 | $18,233-80.7% | $17,268-79.7% | $12,562-72.0% |