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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 | $155,555+296.4% | $146,866+319.9% | $155,188+297.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.89% | 115.41%-97.5pp | 102.85%-85.0pp | 148.84%-130.9pp |
| Employer contribution / active EE | $20,007 | $4,647+330.6% | $4,425+352.2% | $4,248+371.0% |
| Participant deferral / active EE | $13,514 | $8,044+68.0% | $7,759+74.2% | $6,531+106.9% |
| Admin fee / account holder | $12,288 | $14,755-16.7% | $13,620-9.8% | $14,480-15.1% |