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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 | $907,489 | $183,539+394.4% | $155,556+483.4% | $145,897+522.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 61.31%-44.2pp | 64.84%-47.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $15,000 | $5,315+182.2% | $4,675+220.8% | $4,663+221.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,746 | $19,275-70.2% | $15,885-63.8% | $13,390-57.1% |