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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 | $921,204 | $210,343+338.0% | $153,432+500.4% | $145,959+531.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.50% | 13.38%-3.9pp | 15.66%-6.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $16,568 | $6,047+174.0% | $5,038+228.9% | $4,661+255.5% |
| Participant deferral / active EE | $10,395 | $7,977+30.3% | $6,757+53.8% | $6,689+55.4% |
| Admin fee / account holder | $48,202 | $19,424+148.2% | $12,725+278.8% | $13,398+259.8% |