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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 | $628,130 | $275,752+127.8% | $256,809+144.6% | $198,609+216.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.14% | 34.81%-23.7pp | 32.73%-21.6pp | 202.70%-191.6pp |
| Employer contribution / active EE | $11,545 | $7,721+49.5% | $7,263+59.0% | $5,055+128.4% |
| Participant deferral / active EE | $7,710 | $10,037-23.2% | $9,520-19.0% | $6,977+10.5% |
| Admin fee / account holder | $5,696 | $25,716-77.9% | $25,146-77.3% | $19,030-70.1% |