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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 | $826,855 | $180,749+357.5% | $160,784+414.3% | $137,256+502.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 16.35% | 2234.46%-2218.1pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,025 | $4,155-51.3% | $3,733-45.8% | $4,156-51.3% |
| Participant deferral / active EE | $4,388 | $6,844-35.9% | $6,293-30.3% | $6,407-31.5% |
| Admin fee / account holder | $16,477 | $10,397+58.5% | $9,717+69.6% | $12,270+34.3% |