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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 | $619,231 | $209,336+195.8% | $197,124+214.1% | $137,256+351.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.13% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,882 | $6,591-10.8% | $6,227-5.6% | $4,156+41.5% |
| Participant deferral / active EE | $13,040 | $9,614+35.6% | $9,135+42.7% | $6,407+103.5% |
| Admin fee / account holder | $18,824 | $17,308+8.8% | $16,298+15.5% | $12,270+53.4% |