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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 | $585,747 | $185,312+216.1% | $161,489+262.7% | $154,746+278.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.74% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $17,820 | $4,769+273.6% | $4,268+317.5% | $4,379+306.9% |
| Participant deferral / active EE | $7,579 | $6,350+19.4% | $5,630+34.6% | $6,730+12.6% |
| Admin fee / account holder | $4,479 | $18,654-76.0% | $16,006-72.0% | $14,365-68.8% |