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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 | $727,398 | $196,972+269.3% | $182,262+299.1% | $198,609+266.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.65% | 158.27%-142.6pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $14,850 | $5,364+176.9% | $5,046+194.3% | $5,055+193.7% |
| Participant deferral / active EE | $28,003 | $8,643+224.0% | $8,276+238.3% | $6,977+301.4% |
| Admin fee / account holder | $85,459 | $18,429+363.7% | $16,712+411.4% | $19,030+349.1% |