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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 | $155,555+424.7% | $146,866+455.7% | $155,188+425.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.79% | 115.41%-85.6pp | 102.85%-73.1pp | 148.84%-119.0pp |
| Employer contribution / active EE | $15,000 | $4,647+222.8% | $4,425+239.0% | $4,248+253.1% |
| Participant deferral / active EE | $23,500 | $8,044+192.1% | $7,759+202.9% | $6,531+259.8% |
| Admin fee / account holder | $5,148 | $14,755-65.1% | $13,620-62.2% | $14,480-64.4% |