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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 | $801,376 | $196,972+306.8% | $182,262+339.7% | $198,609+303.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.75% | 158.27%-138.5pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $32,353 | $5,364+503.2% | $5,046+541.2% | $5,055+540.0% |
| Participant deferral / active EE | $17,248 | $8,643+99.6% | $8,276+108.4% | $6,977+147.2% |
| Admin fee / account holder | $5,321 | $18,429-71.1% | $16,712-68.2% | $19,030-72.0% |