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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 | $162,136+329.6% | $152,301+357.4% | $154,746+350.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.45% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $14,281 | $4,890+192.0% | $4,624+208.8% | $4,379+226.1% |
| Participant deferral / active EE | $10,333 | $8,341+23.9% | $8,004+29.1% | $6,730+53.5% |
| Admin fee / account holder | $25,707 | $15,759+63.1% | $14,398+78.6% | $14,365+79.0% |