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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 | $816,203 | $196,972+314.4% | $182,262+347.8% | $198,609+311.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 29.79% | 158.27%-128.5pp | 140.60%-110.8pp | 202.70%-172.9pp |
| Employer contribution / active EE | $15,000 | $5,364+179.7% | $5,046+197.3% | $5,055+196.7% |
| Participant deferral / active EE | $23,500 | $8,643+171.9% | $8,276+183.9% | $6,977+236.8% |
| Admin fee / account holder | $5,148 | $18,429-72.1% | $16,712-69.2% | $19,030-72.9% |