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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 | $980,017 | $99,053+889.4% | $88,179+1011.4% | $138,895+605.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.29% | 78.17%-63.9pp | 64.97%-50.7pp | 145.39%-131.1pp |
| Employer contribution / active EE | $31,155 | $2,882+981.0% | $2,549+1122.1% | $4,194+642.8% |
| Participant deferral / active EE | $11,569 | $5,225+121.4% | $4,614+150.8% | $6,396+80.9% |
| Admin fee / account holder | $4,368 | $8,748-50.1% | $7,673-43.1% | $12,562-65.2% |