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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 | $544,701 | $108,922+400.1% | $100,398+442.5% | $145,978+273.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.10% | 58.04%-37.9pp | 49.32%-29.2pp | 550.52%-530.4pp |
| Employer contribution / active EE | $6,473 | $4,426+46.2% | $3,946+64.0% | $4,662+38.8% |
| Participant deferral / active EE | $13,362 | $8,450+58.1% | $8,084+65.3% | $6,690+99.7% |
| Admin fee / account holder | $26,003 | $9,680+168.6% | $7,893+229.4% | $13,400+94.0% |