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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 | $768,199 | $183,592+318.4% | $155,574+393.8% | $145,877+426.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.19% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,616 | $5,317-32.0% | $4,676-22.7% | $4,663-22.5% |
| Participant deferral / active EE | $6,667 | $6,466+3.1% | $5,629+18.4% | $6,691-0.4% |
| Admin fee / account holder | $7,271 | $19,316-62.4% | $15,914-54.3% | $13,402-45.8% |