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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 | $755,598 | $171,492+340.6% | $150,734+401.3% | $198,609+280.4% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 15.47% | 804.70%-789.2pp | 600.81%-585.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $15,867 | $5,470+190.1% | $4,918+222.6% | $5,055+213.9% |
| Participant deferral / active EE | $21,796 | $6,259+248.2% | $5,610+288.5% | $6,977+212.4% |
| Admin fee / account holder | $14,185 | $17,628-19.5% | $14,905-4.8% | $19,030-25.5% |