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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 | $156,398+422.9% | $147,318+455.2% | $138,895+488.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.78% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $25,257 | $4,853+420.4% | $4,593+449.9% | $4,194+502.2% |
| Participant deferral / active EE | $13,227 | $8,237+60.6% | $7,906+67.3% | $6,396+106.8% |
| Admin fee / account holder | $3,611 | $14,976-75.9% | $13,708-73.7% | $12,562-71.3% |