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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 | $694,062 | $197,625+251.2% | $177,840+290.3% | $158,966+336.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.77% | 58.76%-28.0pp | 48.32%-17.5pp | 302.95%-272.2pp |
| Employer contribution / active EE | $11,896 | $6,698+77.6% | $5,919+101.0% | $4,762+149.8% |
| Participant deferral / active EE | $8,900 | $8,405+5.9% | $7,714+15.4% | $5,983+48.8% |
| Admin fee / account holder | $7,494 | $15,405-51.4% | $12,431-39.7% | $11,250-33.4% |