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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 | $948,032 | $154,228+514.7% | $145,433+551.9% | $137,256+590.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.94% | 74.59%-54.7pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $7,078 | $4,804+47.3% | $4,554+55.4% | $4,156+70.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,188 | $14,344+33.8% | $13,129+46.2% | $12,270+56.4% |