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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 | $738,198 | $124,330+493.7% | $109,173+576.2% | $167,536+340.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.35% | 26.04%-3.7pp | 25.75%-3.4pp | 478.82%-456.5pp |
| Employer contribution / active EE | $7,819 | $4,209+85.8% | $3,723+110.0% | $4,839+61.6% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $6,276 | $7,974-21.3% | $6,755-7.1% | $12,315-49.0% |