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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 | $684,933 | $254,759+168.9% | $216,567+216.3% | $198,609+244.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.20% | 10.04%+0.2pp | 12.94%-2.7pp | 202.70%-192.5pp |
| Employer contribution / active EE | $9,352 | $6,096+53.4% | $5,216+79.3% | $5,055+85.0% |
| Participant deferral / active EE | $17,061 | $6,948+145.5% | $6,191+175.6% | $6,977+144.5% |
| Admin fee / account holder | $5,291 | $26,311-79.9% | $21,981-75.9% | $19,030-72.2% |