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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 | $997,456 | $196,972+406.4% | $182,262+447.3% | $198,609+402.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.75% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $17,272 | $5,364+222.0% | $5,046+242.3% | $5,055+241.7% |
| Participant deferral / active EE | $15,600 | $8,643+80.5% | $8,276+88.5% | $6,977+123.6% |
| Admin fee / account holder | $35,821 | $18,429+94.4% | $16,712+114.3% | $19,030+88.2% |