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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 | $183,627+318.3% | $155,602+393.7% | $145,978+426.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.19% | 61.32%-52.1pp | 64.81%-55.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,616 | $5,316-32.0% | $4,675-22.7% | $4,662-22.4% |
| Participant deferral / active EE | $6,667 | $6,466+3.1% | $5,629+18.4% | $6,690-0.3% |
| Admin fee / account holder | $7,271 | $19,327-62.4% | $15,923-54.3% | $13,400-45.7% |