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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 | $646,795 | $154,228+319.4% | $145,433+344.7% | $137,256+371.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.70% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $25,021 | $4,804+420.8% | $4,554+449.4% | $4,156+502.0% |
| Participant deferral / active EE | $17,591 | $8,216+114.1% | $7,897+122.7% | $6,407+174.6% |
| Admin fee / account holder | $9,756 | $14,344-32.0% | $13,129-25.7% | $12,270-20.5% |