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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 | $825,509 | $156,398+427.8% | $147,318+460.4% | $138,895+494.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.86% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $6,625 | $4,853+36.5% | $4,593+44.2% | $4,194+57.9% |
| Participant deferral / active EE | $10,581 | $8,237+28.5% | $7,906+33.8% | $6,396+65.4% |
| Admin fee / account holder | $17,745 | $14,976+18.5% | $13,708+29.5% | $12,562+41.3% |