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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 | $967,788 | $178,174+443.2% | $156,181+519.7% | $137,256+605.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.71% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $10,368 | $4,972+108.5% | $4,294+141.5% | $4,156+149.5% |
| Participant deferral / active EE | $14,100 | $6,888+104.7% | $6,132+129.9% | $6,407+120.1% |
| Admin fee / account holder | $7,157 | $17,404-58.9% | $14,586-50.9% | $12,270-41.7% |