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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 | $924,093 | $209,336+341.4% | $197,124+368.8% | $137,256+573.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.01% | 48.09%-17.1pp | 44.34%-13.3pp | 220.34%-189.3pp |
| Employer contribution / active EE | $7,511 | $6,591+14.0% | $6,227+20.6% | $4,156+80.7% |
| Participant deferral / active EE | $15,818 | $9,614+64.5% | $9,135+73.2% | $6,407+146.9% |
| Admin fee / account holder | $15,128 | $17,308-12.6% | $16,298-7.2% | $12,270+23.3% |