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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 | $703,894 | $154,228+356.4% | $145,433+384.0% | $137,256+412.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.36% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $23,704 | $4,804+393.4% | $4,554+420.4% | $4,156+470.3% |
| Participant deferral / active EE | $31,894 | $8,216+288.2% | $7,897+303.9% | $6,407+397.8% |
| Admin fee / account holder | $2,926 | $14,344-79.6% | $13,129-77.7% | $12,270-76.2% |