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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 | $887,781 | $209,336+324.1% | $197,124+350.4% | $137,256+546.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.11% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $21,626 | $6,591+228.1% | $6,227+247.3% | $4,156+420.4% |
| Participant deferral / active EE | $21,822 | $9,614+127.0% | $9,135+138.9% | $6,407+240.6% |
| Admin fee / account holder | $1,909 | $17,308-89.0% | $16,298-88.3% | $12,270-84.4% |