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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 | $894,481 | $181,062+394.0% | $158,223+465.3% | $155,188+476.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.62% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,253 | $4,565-50.6% | $4,109-45.2% | $4,248-47.0% |
| Participant deferral / active EE | $14,594 | $6,134+137.9% | $5,467+166.9% | $6,531+123.4% |
| Admin fee / account holder | $4,924 | $18,825-73.8% | $16,047-69.3% | $14,480-66.0% |