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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 | $753,859 | $156,616+381.3% | $133,346+465.3% | $198,609+279.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.61% | 44.25%-24.6pp | 36.85%-17.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $6,667 | $3,368+97.9% | $2,853+133.6% | $5,055+31.9% |
| Participant deferral / active EE | $8,632 | $4,920+75.5% | $4,332+99.3% | $6,977+23.7% |
| Admin fee / account holder | $15,549 | $17,468-11.0% | $14,264+9.0% | $19,030-18.3% |