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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 | $857,974 | $198,457+332.3% | $170,435+403.4% | $147,586+481.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.34% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $22,703 | $6,183+267.2% | $5,432+317.9% | $4,876+365.6% |
| Participant deferral / active EE | $15,760 | $5,629+180.0% | $4,939+219.1% | $5,439+189.8% |
| Admin fee / account holder | $4,132 | $16,852-75.5% | $13,881-70.2% | $10,886-62.0% |