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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 | $964,523 | $154,228+525.4% | $145,433+563.2% | $137,256+602.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.89% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,945 | $4,804+2.9% | $4,554+8.6% | $4,156+19.0% |
| Participant deferral / active EE | $21,274 | $8,216+158.9% | $7,897+169.4% | $6,407+232.1% |
| Admin fee / account holder | $15,639 | $14,344+9.0% | $13,129+19.1% | $12,270+27.5% |