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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 | $887,818 | $172,111+415.8% | $150,298+490.7% | $137,256+546.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.33% | 69.37%-56.0pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,804 | $4,636-61.1% | $4,154-56.6% | $4,156-56.6% |
| Participant deferral / active EE | $16,393 | $6,166+165.9% | $5,453+200.6% | $6,407+155.9% |
| Admin fee / account holder | $4,928 | $16,471-70.1% | $14,116-65.1% | $12,270-59.8% |