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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 | $728,231 | $227,291+220.4% | $214,702+239.2% | $155,188+369.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.98% | 60.08%-45.1pp | 54.55%-39.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $20,981 | $6,772+209.8% | $6,461+224.7% | $4,248+393.9% |
| Participant deferral / active EE | $20,128 | $9,582+110.1% | $9,147+120.1% | $6,531+208.2% |
| Admin fee / account holder | $966 | $20,413-95.3% | $19,830-95.1% | $14,480-93.3% |