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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 | $949,403 | $154,228+515.6% | $145,433+552.8% | $137,256+591.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.45% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $9,619 | $4,804+100.2% | $4,554+111.2% | $4,156+131.4% |
| Participant deferral / active EE | $12,767 | $8,216+55.4% | $7,897+61.7% | $6,407+99.3% |
| Admin fee / account holder | $13,000 | $14,344-9.4% | $13,129-1.0% | $12,270+5.9% |