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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 | $619,073 | $178,174+247.5% | $156,181+296.4% | $137,256+351.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.31% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,111 | $4,972+123.5% | $4,294+158.8% | $4,156+167.3% |
| Participant deferral / active EE | $13,314 | $6,888+93.3% | $6,132+117.1% | $6,407+107.8% |
| Admin fee / account holder | $94,111 | $17,404+440.7% | $14,586+545.2% | $12,270+667.0% |