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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 | $764,678 | $185,312+312.6% | $161,489+373.5% | $154,746+394.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.47% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $3,102 | $4,769-35.0% | $4,268-27.3% | $4,379-29.2% |
| Participant deferral / active EE | $8,830 | $6,350+39.1% | $5,630+56.8% | $6,730+31.2% |
| Admin fee / account holder | $3,478 | $18,654-81.4% | $16,006-78.3% | $14,365-75.8% |