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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 | $822,028 | $223,823+267.3% | $211,142+289.3% | $154,746+431.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.14% | 50.39%-32.3pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $20,240 | $6,787+198.2% | $6,442+214.2% | $4,379+362.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,286 | $19,707-78.3% | $19,076-77.5% | $14,365-70.2% |