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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 | $981,131 | $289,211+239.2% | $260,467+276.7% | $198,609+394.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 15.08% | 112.90%-97.8pp | 100.60%-85.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,750 | $6,812+72.5% | $6,319+85.9% | $6,977+68.4% |
| Admin fee / account holder | $3,837 | $16,236-76.4% | $15,461-75.2% | $19,030-79.8% |