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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 | $722,371 | $148,629+386.0% | $135,982+431.2% | $139,487+417.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.61% | 79.33%-66.7pp | 68.32%-55.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $9,492 | $5,247+80.9% | $4,859+95.3% | $4,755+99.6% |
| Participant deferral / active EE | $2,826 | $8,102-65.1% | $7,760-63.6% | $6,713-57.9% |
| Admin fee / account holder | $17,324 | $12,406+39.6% | $10,767+60.9% | $11,407+51.9% |