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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 | $744,608 | $181,062+311.2% | $158,223+370.6% | $155,188+379.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.24% | 57.39%-40.1pp | 52.09%-34.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $8,333 | $4,565+82.6% | $4,109+102.8% | $4,248+96.2% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,953 | $18,825-63.1% | $16,047-56.7% | $14,480-52.0% |