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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 | $887,504 | $156,398+467.5% | $147,318+502.4% | $138,895+539.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.05% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $25,050 | $4,853+416.2% | $4,593+445.4% | $4,194+497.3% |
| Participant deferral / active EE | $14,307 | $8,237+73.7% | $7,906+81.0% | $6,396+123.7% |
| Admin fee / account holder | $1,939 | $14,976-87.0% | $13,708-85.9% | $12,562-84.6% |