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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 | $154,228+546.7% | $145,433+585.9% | $137,256+626.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $17,272 | $4,804+259.5% | $4,554+279.2% | $4,156+315.6% |
| Participant deferral / active EE | $15,600 | $8,216+89.9% | $7,897+97.5% | $6,407+143.5% |
| Admin fee / account holder | $35,821 | $14,344+149.7% | $13,129+172.8% | $12,270+191.9% |