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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 | $823,469 | $111,535+638.3% | $105,223+682.6% | $137,256+500.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.76% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,879 | $3,939+49.2% | $3,689+59.4% | $4,156+41.5% |
| Participant deferral / active EE | $12,275 | $5,500+123.2% | $5,072+142.0% | $6,407+91.6% |
| Admin fee / account holder | $22,931 | $9,721+135.9% | $8,859+158.8% | $12,270+86.9% |