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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 | $275,752+221.9% | $256,809+245.7% | $198,609+347.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.11% | 34.81%-16.7pp | 32.73%-14.6pp | 202.70%-184.6pp |
| Employer contribution / active EE | $21,626 | $7,721+180.1% | $7,263+197.8% | $5,055+327.8% |
| Participant deferral / active EE | $21,822 | $10,037+117.4% | $9,520+129.2% | $6,977+212.8% |
| Admin fee / account holder | $1,909 | $25,716-92.6% | $25,146-92.4% | $19,030-90.0% |