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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 | $124,980+503.2% | $108,359+595.7% | $154,746+387.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.61% | 45.00%-25.4pp | 36.89%-17.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $6,667 | $2,851+133.9% | $2,399+177.8% | $4,379+52.2% |
| Participant deferral / active EE | $8,632 | $4,743+82.0% | $4,137+108.7% | $6,730+28.3% |
| Admin fee / account holder | $15,549 | $11,502+35.2% | $9,741+59.6% | $14,365+8.2% |