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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 | $884,683 | $201,264+339.6% | $184,185+380.3% | $145,978+506.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.38% | 29.00%-17.6pp | 28.81%-17.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $22,230 | $7,021+216.6% | $6,426+246.0% | $4,662+376.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,196 | $16,376-1.1% | $13,909+16.4% | $13,400+20.9% |