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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 | $698,164 | $201,344+246.8% | $184,243+278.9% | $145,877+378.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.92% | 29.01%-10.1pp | 28.82%-9.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $6,374 | $7,022-9.2% | $6,427-0.8% | $4,663+36.7% |
| Participant deferral / active EE | $19,155 | $9,807+95.3% | $9,132+109.7% | $6,691+186.3% |
| Admin fee / account holder | $12,952 | $16,382-20.9% | $13,914-6.9% | $13,402-3.4% |