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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 | $680,250 | $155,555+337.3% | $146,866+363.2% | $155,188+338.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.51% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $19,375 | $4,647+317.0% | $4,425+337.9% | $4,248+356.1% |
| Participant deferral / active EE | $9,409 | $8,044+17.0% | $7,759+21.3% | $6,531+44.1% |
| Admin fee / account holder | $16,554 | $14,755+12.2% | $13,620+21.5% | $14,480+14.3% |