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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 | $930,439 | $156,398+494.9% | $147,318+531.6% | $138,895+569.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.03% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $29,568 | $4,853+509.2% | $4,593+543.8% | $4,194+605.0% |
| Participant deferral / active EE | $18,964 | $8,237+130.2% | $7,906+139.9% | $6,396+196.5% |
| Admin fee / account holder | $20,006 | $14,976+33.6% | $13,708+45.9% | $12,562+59.3% |