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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 | $847,305 | $154,228+449.4% | $145,433+482.6% | $137,256+517.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.96% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $7,931 | $4,804+65.1% | $4,554+74.1% | $4,156+90.8% |
| Participant deferral / active EE | $12,730 | $8,216+54.9% | $7,897+61.2% | $6,407+98.7% |
| Admin fee / account holder | $21,551 | $14,344+50.2% | $13,129+64.1% | $12,270+75.6% |