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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 | $682,751 | $196,972+246.6% | $182,262+274.6% | $198,609+243.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.97% | 158.27%-144.3pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $24,129 | $5,364+349.9% | $5,046+378.2% | $5,055+377.3% |
| Participant deferral / active EE | $19,300 | $8,643+123.3% | $8,276+133.2% | $6,977+176.6% |
| Admin fee / account holder | $1,420 | $18,429-92.3% | $16,712-91.5% | $19,030-92.5% |