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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 | $185,312+379.1% | $161,489+449.8% | $154,746+473.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.33% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,804 | $4,769-62.2% | $4,268-57.7% | $4,379-58.8% |
| Participant deferral / active EE | $16,393 | $6,350+158.2% | $5,630+191.2% | $6,730+143.6% |
| Admin fee / account holder | $4,928 | $18,654-73.6% | $16,006-69.2% | $14,365-65.7% |