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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 | $948,671 | $174,379+444.0% | $152,093+523.7% | $138,895+583.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.28% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $17,565 | $4,652+277.6% | $4,175+320.7% | $4,194+318.8% |
| Participant deferral / active EE | $13,079 | $6,159+112.3% | $5,451+139.9% | $6,396+104.5% |
| Admin fee / account holder | $6,736 | $16,880-60.1% | $14,497-53.5% | $12,562-46.4% |