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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 | $801,839 | $162,821+392.5% | $133,978+498.5% | $158,982+404.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.76% | 41.95%-25.2pp | 45.10%-28.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $11,360 | $4,976+128.3% | $3,919+189.9% | $4,763+138.5% |
| Participant deferral / active EE | $17,611 | $5,910+198.0% | $5,047+248.9% | $5,983+194.3% |
| Admin fee / account holder | $3,119 | $11,742-73.4% | $8,930-65.1% | $11,252-72.3% |