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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 | $779,837 | $183,592+324.8% | $155,567+401.3% | $145,959+434.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.84% | 61.24%-39.4pp | 64.74%-42.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $5,993 | $5,315+12.8% | $4,674+28.2% | $4,661+28.6% |
| Participant deferral / active EE | $10,933 | $6,464+69.1% | $5,628+94.3% | $6,689+63.5% |
| Admin fee / account holder | $2,619 | $19,318-86.4% | $15,916-83.5% | $13,398-80.5% |