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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 | $743,355 | $196,972+277.4% | $182,262+307.8% | $198,609+274.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.38% | 158.27%-147.9pp | 140.60%-130.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $5,041 | $5,364-6.0% | $5,046-0.1% | $5,055-0.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,846 | $18,429+40.2% | $16,712+54.7% | $19,030+35.8% |