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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 | $621,788 | $201,344+208.8% | $184,243+237.5% | $145,877+326.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.39% | 29.01%-7.6pp | 28.82%-7.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $21,228 | $7,022+202.3% | $6,427+230.3% | $4,663+355.2% |
| Participant deferral / active EE | $15,527 | $9,807+58.3% | $9,132+70.0% | $6,691+132.1% |
| Admin fee / account holder | $1,460 | $16,382-91.1% | $13,914-89.5% | $13,402-89.1% |