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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 | $223,823+312.9% | $211,142+337.7% | $154,746+497.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 31.01% | 50.39%-19.4pp | 46.84%-15.8pp | 172.34%-141.3pp |
| Employer contribution / active EE | $7,511 | $6,787+10.7% | $6,442+16.6% | $4,379+71.5% |
| Participant deferral / active EE | $15,818 | $9,750+62.2% | $9,284+70.4% | $6,730+135.0% |
| Admin fee / account holder | $15,128 | $19,707-23.2% | $19,076-20.7% | $14,365+5.3% |