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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 | $587,262 | $174,379+236.8% | $152,093+286.1% | $138,895+322.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.42% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $9,852 | $4,652+111.8% | $4,175+136.0% | $4,194+134.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,920 | $16,880-82.7% | $14,497-79.9% | $12,562-76.8% |