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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 | $185,312+216.6% | $161,489+263.3% | $154,746+279.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.08% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $18,319 | $4,769+284.1% | $4,268+329.2% | $4,379+318.3% |
| Participant deferral / active EE | $9,774 | $6,350+53.9% | $5,630+73.6% | $6,730+45.2% |
| Admin fee / account holder | $6,216 | $18,654-66.7% | $16,006-61.2% | $14,365-56.7% |