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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 | $792,955 | $171,272+363.0% | $127,803+520.5% | $152,909+418.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 18.66% | 23.54%-4.9pp | 26.14%-7.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $4,342 | $5,451-20.4% | $4,576-5.1% | $4,764-8.9% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,552 | $14,540+0.1% | $9,399+54.8% | $11,601+25.4% |