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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 | $876,204 | $172,111+409.1% | $150,298+483.0% | $137,256+538.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.14% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $15,099 | $4,636+225.7% | $4,154+263.5% | $4,156+263.3% |
| Participant deferral / active EE | $16,150 | $6,166+161.9% | $5,453+196.2% | $6,407+152.1% |
| Admin fee / account holder | $39,492 | $16,471+139.8% | $14,116+179.8% | $12,270+221.9% |