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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 | $616,635 | $196,972+213.1% | $182,262+238.3% | $198,609+210.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.89% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $20,007 | $5,364+273.0% | $5,046+296.5% | $5,055+295.8% |
| Participant deferral / active EE | $13,514 | $8,643+56.4% | $8,276+63.3% | $6,977+93.7% |
| Admin fee / account holder | $12,288 | $18,429-33.3% | $16,712-26.5% | $19,030-35.4% |