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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 | $961,760 | $212,386+352.8% | $199,883+381.2% | $138,895+592.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.20% | 47.75%-29.5pp | 43.81%-25.6pp | 145.39%-127.2pp |
| Employer contribution / active EE | $7,266 | $6,625+9.7% | $6,261+16.0% | $4,194+73.2% |
| Participant deferral / active EE | $17,353 | $9,617+80.4% | $9,138+89.9% | $6,396+171.3% |
| Admin fee / account holder | $446 | $18,233-97.6% | $17,268-97.4% | $12,562-96.5% |