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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 | $663,802 | $213,785+210.5% | $185,441+258.0% | $155,188+327.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.24% | 19.97%-6.7pp | 20.16%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $37,945 | $5,393+603.6% | $4,672+712.1% | $4,248+793.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,944 | $21,134-67.1% | $17,890-61.2% | $14,480-52.0% |