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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 | $549,888 | $212,386+158.9% | $199,883+175.1% | $138,895+295.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.44% | 47.75%-30.3pp | 43.81%-26.4pp | 145.39%-128.0pp |
| Employer contribution / active EE | $12,596 | $6,625+90.1% | $6,261+101.2% | $4,194+200.3% |
| Participant deferral / active EE | $19,120 | $9,617+98.8% | $9,138+109.2% | $6,396+198.9% |
| Admin fee / account holder | $3,293 | $18,233-81.9% | $17,268-80.9% | $12,562-73.8% |