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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 | $963,569 | $108,911+784.7% | $100,392+859.8% | $145,884+560.5% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 12.26% | 58.23%-46.0pp | 49.45%-37.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $5,945 | $4,420+34.5% | $3,941+50.8% | $4,662+27.5% |
| Participant deferral / active EE | $12,790 | $8,459+51.2% | $8,090+58.1% | $6,690+91.2% |
| Admin fee / account holder | $684 | $9,698-92.9% | $7,904-91.3% | $13,392-94.9% |