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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 | $909,199 | $154,228+489.5% | $145,433+525.2% | $137,256+562.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,507 | $4,804+56.3% | $4,554+64.8% | $4,156+80.6% |
| Participant deferral / active EE | $18,740 | $8,216+128.1% | $7,897+137.3% | $6,407+192.5% |
| Admin fee / account holder | $5,145 | $14,344-64.1% | $13,129-60.8% | $12,270-58.1% |