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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 | $817,854 | $155,555+425.8% | $146,866+456.9% | $155,188+427.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.78% | 115.41%-102.6pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $25,257 | $4,647+443.5% | $4,425+470.8% | $4,248+494.6% |
| Participant deferral / active EE | $13,227 | $8,044+64.4% | $7,759+70.5% | $6,531+102.5% |
| Admin fee / account holder | $3,611 | $14,755-75.5% | $13,620-73.5% | $14,480-75.1% |