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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 | $822,122 | $172,111+377.7% | $150,298+447.0% | $137,256+499.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.21% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $19,766 | $4,636+326.3% | $4,154+375.8% | $4,156+375.6% |
| Participant deferral / active EE | $17,738 | $6,166+187.7% | $5,453+225.3% | $6,407+176.9% |
| Admin fee / account holder | $4,943 | $16,471-70.0% | $14,116-65.0% | $12,270-59.7% |