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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 | $926,911 | $209,422+342.6% | $178,503+419.3% | $158,982+483.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.84% | 188.81%-163.0pp | 151.12%-125.3pp | 302.99%-277.1pp |
| Employer contribution / active EE | $4,070 | $5,707-28.7% | $5,011-18.8% | $4,763-14.5% |
| Participant deferral / active EE | $11,807 | $5,955+98.3% | $5,202+127.0% | $5,983+97.3% |
| Admin fee / account holder | $10,469 | $17,079-38.7% | $13,987-25.1% | $11,252-7.0% |