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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 | $873,696 | $227,399+284.2% | $189,758+360.4% | $198,609+339.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.57% | 61.03%-44.5pp | 52.62%-36.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $40,378 | $5,526+630.7% | $4,767+747.1% | $5,055+698.7% |
| Participant deferral / active EE | $31,400 | $6,837+359.3% | $5,856+436.2% | $6,977+350.1% |
| Admin fee / account holder | $44,510 | $25,162+76.9% | $20,388+118.3% | $19,030+133.9% |