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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 | $154,228+429.2% | $145,433+461.2% | $137,256+494.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.79% | 74.59%-44.8pp | 66.58%-36.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $15,000 | $4,804+212.2% | $4,554+229.3% | $4,156+260.9% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $5,148 | $14,344-64.1% | $13,129-60.8% | $12,270-58.0% |