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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 | $755,598 | $129,737+482.4% | $119,126+534.3% | $154,746+388.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 15.47% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $15,867 | $4,375+262.7% | $4,034+293.4% | $4,379+262.3% |
| Participant deferral / active EE | $21,796 | $5,842+273.1% | $5,318+309.9% | $6,730+223.8% |
| Admin fee / account holder | $14,185 | $11,961+18.6% | $10,693+32.7% | $14,365-1.3% |