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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 | $154,228+371.6% | $145,433+400.2% | $137,256+430.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.65% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $14,850 | $4,804+209.1% | $4,554+226.1% | $4,156+257.3% |
| Participant deferral / active EE | $28,003 | $8,216+240.8% | $7,897+254.6% | $6,407+337.1% |
| Admin fee / account holder | $85,459 | $14,344+495.8% | $13,129+550.9% | $12,270+596.5% |