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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 | $586,738 | $172,111+240.9% | $150,298+290.4% | $137,256+327.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.08% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $18,319 | $4,636+295.1% | $4,154+341.0% | $4,156+340.8% |
| Participant deferral / active EE | $9,774 | $6,166+58.5% | $5,453+79.2% | $6,407+52.6% |
| Admin fee / account holder | $6,216 | $16,471-62.3% | $14,116-56.0% | $12,270-49.3% |