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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 | $770,618 | $108,882+607.8% | $96,754+696.5% | $154,746+398.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.52% | 98.39%-83.9pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $12,223 | $3,018+305.0% | $2,679+356.2% | $4,379+179.1% |
| Participant deferral / active EE | $23,387 | $5,323+339.4% | $4,758+391.5% | $6,730+247.5% |
| Admin fee / account holder | $15,740 | $10,200+54.3% | $8,905+76.8% | $14,365+9.6% |