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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 | $967,626 | $156,398+518.7% | $147,318+556.8% | $138,895+596.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.53% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,933 | $4,853+1.6% | $4,593+7.4% | $4,194+17.6% |
| Participant deferral / active EE | $13,375 | $8,237+62.4% | $7,906+69.2% | $6,396+109.1% |
| Admin fee / account holder | $148,282 | $14,976+890.1% | $13,708+981.7% | $12,562+1080.4% |