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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 | $836,694 | $155,555+437.9% | $146,866+469.7% | $155,188+439.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.14% | 115.41%-99.3pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $4,357 | $4,647-6.2% | $4,425-1.5% | $4,248+2.6% |
| Participant deferral / active EE | $11,684 | $8,044+45.3% | $7,759+50.6% | $6,531+78.9% |
| Admin fee / account holder | $2,081 | $14,755-85.9% | $13,620-84.7% | $14,480-85.6% |