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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 | $962,320 | $174,379+451.9% | $152,093+532.7% | $138,895+592.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.63% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,333 | $6,159+35.3% | $5,451+52.9% | $6,396+30.3% |
| Admin fee / account holder | $61,021 | $16,880+261.5% | $14,497+320.9% | $12,562+385.8% |