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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 | $555,418 | $185,312+199.7% | $161,489+243.9% | $154,746+258.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.29% | 103.84%-89.6pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $9,695 | $4,769+103.3% | $4,268+127.1% | $4,379+121.4% |
| Participant deferral / active EE | $5,110 | $6,350-19.5% | $5,630-9.2% | $6,730-24.1% |
| Admin fee / account holder | $2,594 | $18,654-86.1% | $16,006-83.8% | $14,365-81.9% |