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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 | $212,386+335.1% | $199,883+362.3% | $138,895+565.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 31.01% | 47.75%-16.7pp | 43.81%-12.8pp | 145.39%-114.4pp |
| Employer contribution / active EE | $7,511 | $6,625+13.4% | $6,261+20.0% | $4,194+79.1% |
| Participant deferral / active EE | $15,818 | $9,617+64.5% | $9,138+73.1% | $6,396+147.3% |
| Admin fee / account holder | $15,128 | $18,233-17.0% | $17,268-12.4% | $12,562+20.4% |