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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 | $728,632 | $148,629+390.2% | $135,982+435.8% | $139,487+422.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.44% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $9,620 | $5,247+83.4% | $4,859+98.0% | $4,755+102.3% |
| Participant deferral / active EE | $12,717 | $8,102+56.9% | $7,760+63.9% | $6,713+89.4% |
| Admin fee / account holder | $11,440 | $12,406-7.8% | $10,767+6.2% | $11,407+0.3% |