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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 | $550,729 | $162,136+239.7% | $152,301+261.6% | $154,746+255.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.78% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $11,435 | $4,890+133.8% | $4,624+147.3% | $4,379+161.1% |
| Participant deferral / active EE | $10,005 | $8,341+19.9% | $8,004+25.0% | $6,730+48.6% |
| Admin fee / account holder | $21,955 | $15,759+39.3% | $14,398+52.5% | $14,365+52.8% |