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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 | $212,386+287.0% | $199,883+311.3% | $138,895+491.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.14% | 47.75%-29.6pp | 43.81%-25.7pp | 145.39%-127.3pp |
| Employer contribution / active EE | $20,240 | $6,625+205.5% | $6,261+223.3% | $4,194+382.6% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,286 | $18,233-76.5% | $17,268-75.2% | $12,562-65.9% |