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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 | $661,940 | $152,619+333.7% | $125,195+428.7% | $152,909+332.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.24% | 54.85%-36.6pp | 43.79%-25.6pp | 345.46%-327.2pp |
| Employer contribution / active EE | $13,015 | $4,947+163.1% | $3,866+236.6% | $4,764+173.2% |
| Participant deferral / active EE | $16,960 | $5,869+189.0% | $4,937+243.5% | $5,851+189.9% |
| Admin fee / account holder | $2,221 | $13,437-83.5% | $9,704-77.1% | $11,601-80.9% |