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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 | $731,755 | $88,702+725.0% | $81,780+794.8% | $145,978+401.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 12.37% | 1029.12%-1016.7pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $6,127 | $3,084+98.6% | $2,914+110.3% | $4,662+31.4% |
| Participant deferral / active EE | $10,469 | $4,645+125.4% | $4,321+142.3% | $6,690+56.5% |
| Admin fee / account holder | $16,745 | $8,414+99.0% | $7,384+126.8% | $13,400+25.0% |