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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 | $155,555+484.5% | $146,866+519.1% | $155,188+485.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.51% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $7,507 | $4,647+61.6% | $4,425+69.7% | $4,248+76.7% |
| Participant deferral / active EE | $18,740 | $8,044+133.0% | $7,759+141.5% | $6,531+186.9% |
| Admin fee / account holder | $5,145 | $14,755-65.1% | $13,620-62.2% | $14,480-64.5% |