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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 | $613,685 | $157,276+290.2% | $141,177+334.7% | $152,885+301.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.44% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $6,304 | $5,262+19.8% | $4,736+33.1% | $4,763+32.3% |
| Participant deferral / active EE | $9,426 | $7,110+32.6% | $6,710+40.5% | $5,851+61.1% |
| Admin fee / account holder | $5,417 | $12,123-55.3% | $10,263-47.2% | $11,598-53.3% |