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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 | $802,571 | $114,119+603.3% | $107,187+648.8% | $138,895+477.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.81% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $5,687 | $4,059+40.1% | $3,782+50.4% | $4,194+35.6% |
| Participant deferral / active EE | $16,458 | $5,538+197.2% | $5,096+223.0% | $6,396+157.3% |
| Admin fee / account holder | $5,005 | $10,024-50.1% | $9,162-45.4% | $12,562-60.2% |