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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 | $874,249 | $154,228+466.9% | $145,433+501.1% | $137,256+536.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 69.05% | 74.59%-5.5pp | 66.58%+2.5pp | 220.34%-151.3pp |
| Employer contribution / active EE | $29,067 | $4,804+505.1% | $4,554+538.2% | $4,156+599.4% |
| Participant deferral / active EE | $15,328 | $8,216+86.5% | $7,897+94.1% | $6,407+139.2% |
| Admin fee / account holder | $278,399 | $14,344+1840.9% | $13,129+2020.5% | $12,270+2168.9% |