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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 | $172,111+451.2% | $150,298+531.2% | $137,256+591.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.28% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $17,565 | $4,636+278.9% | $4,154+322.8% | $4,156+322.6% |
| Participant deferral / active EE | $13,079 | $6,166+112.1% | $5,453+139.9% | $6,407+104.1% |
| Admin fee / account holder | $6,736 | $16,471-59.1% | $14,116-52.3% | $12,270-45.1% |