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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 | $974,630 | $183,627+430.8% | $155,602+526.4% | $145,978+567.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 42.84% | 61.32%-18.5pp | 64.81%-22.0pp | 550.52%-507.7pp |
| Employer contribution / active EE | $19,925 | $5,316+274.8% | $4,675+326.2% | $4,662+327.4% |
| Participant deferral / active EE | $17,060 | $6,466+163.9% | $5,629+203.1% | $6,690+155.0% |
| Admin fee / account holder | $12,588 | $19,327-34.9% | $15,923-20.9% | $13,400-6.1% |