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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 | $154,228+342.7% | $145,433+369.5% | $137,256+397.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $24,129 | $4,804+402.3% | $4,554+429.8% | $4,156+480.6% |
| Participant deferral / active EE | $19,300 | $8,216+134.9% | $7,897+144.4% | $6,407+201.2% |
| Admin fee / account holder | $1,420 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |