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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 | $846,036 | $156,398+441.0% | $147,318+474.3% | $138,895+509.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.40% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,034 | $4,853-16.9% | $4,593-12.2% | $4,194-3.8% |
| Participant deferral / active EE | $8,562 | $8,237+3.9% | $7,906+8.3% | $6,396+33.9% |
| Admin fee / account holder | $28,288 | $14,976+88.9% | $13,708+106.4% | $12,562+125.2% |