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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 | $926,326 | $181,062+411.6% | $158,223+485.5% | $155,188+496.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.96% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,783 | $4,565-60.9% | $4,109-56.6% | $4,248-58.0% |
| Participant deferral / active EE | $7,083 | $6,134+15.5% | $5,467+29.6% | $6,531+8.5% |
| Admin fee / account holder | $45,423 | $18,825+141.3% | $16,047+183.1% | $14,480+213.7% |