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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 | $878,965 | $157,296+458.8% | $141,191+522.5% | $152,897+474.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.58% | 64.34%-48.8pp | 71.41%-55.8pp | 345.43%-329.9pp |
| Employer contribution / active EE | $7,000 | $5,262+33.0% | $4,736+47.8% | $4,764+47.0% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $28,227 | $12,125+132.8% | $10,264+175.0% | $11,599+143.3% |