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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 | $708,056 | $155,555+355.2% | $146,866+382.1% | $155,188+356.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.94% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,465 | $4,647-47.0% | $4,425-44.3% | $4,248-42.0% |
| Participant deferral / active EE | $20,003 | $8,044+148.7% | $7,759+157.8% | $6,531+206.3% |
| Admin fee / account holder | $14,734 | $14,755-0.1% | $13,620+8.2% | $14,480+1.8% |