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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 | $696,553 | $196,972+253.6% | $182,262+282.2% | $198,609+250.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.45% | 158.27%-144.8pp | 140.60%-127.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $14,281 | $5,364+166.3% | $5,046+183.0% | $5,055+182.5% |
| Participant deferral / active EE | $10,333 | $8,643+19.6% | $8,276+24.9% | $6,977+48.1% |
| Admin fee / account holder | $25,707 | $18,429+39.5% | $16,712+53.8% | $19,030+35.1% |