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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 | $707,006 | $209,336+237.7% | $197,124+258.7% | $137,256+415.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.69% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $9,772 | $6,591+48.3% | $6,227+56.9% | $4,156+135.1% |
| Participant deferral / active EE | $13,024 | $9,614+35.5% | $9,135+42.6% | $6,407+103.3% |
| Admin fee / account holder | $2,722 | $17,308-84.3% | $16,298-83.3% | $12,270-77.8% |