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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 | $665,311 | $99,053+571.7% | $88,179+654.5% | $138,895+379.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.75% | 78.17%-64.4pp | 64.97%-51.2pp | 145.39%-131.6pp |
| Employer contribution / active EE | $10,749 | $2,882+273.0% | $2,549+321.6% | $4,194+156.3% |
| Participant deferral / active EE | $12,400 | $5,225+137.3% | $4,614+168.8% | $6,396+93.9% |
| Admin fee / account holder | $98,052 | $8,748+1020.8% | $7,673+1177.9% | $12,562+680.5% |