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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 | $690,677 | $114,119+505.2% | $107,187+544.4% | $138,895+397.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.81% | 273.21%-254.4pp | 204.55%-185.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $33,302 | $4,059+720.5% | $3,782+780.5% | $4,194+694.0% |
| Participant deferral / active EE | $19,120 | $5,538+245.3% | $5,096+275.2% | $6,396+198.9% |
| Admin fee / account holder | $57,107 | $10,024+469.7% | $9,162+523.3% | $12,562+354.6% |