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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 | $992,586 | $169,356+486.1% | $129,406+667.0% | $145,897+580.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.88% | 14418.62%-14403.7pp | 9468.18%-9453.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,510 | $5,542-36.7% | $4,155-15.5% | $4,663-24.7% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,167+451.9% | $6,689+243.8% |
| Admin fee / account holder | $16,576 | $9,915+67.2% | $7,689+115.6% | $13,390+23.8% |