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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 | $836,955 | $166,089+403.9% | $164,928+407.5% | $145,978+473.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.41% | 100.26%-82.8pp | 70.08%-52.7pp | 550.52%-533.1pp |
| Employer contribution / active EE | $10,509 | $5,276+99.2% | $4,343+142.0% | $4,662+125.4% |
| Participant deferral / active EE | $20,933 | $6,961+200.7% | $6,034+247.0% | $6,690+212.9% |
| Admin fee / account holder | $7,176 | $16,641-56.9% | $12,684-43.4% | $13,400-46.4% |