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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 | $793,186 | $154,228+414.3% | $145,433+445.4% | $137,256+477.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $18,242 | $4,804+279.7% | $4,554+300.5% | $4,156+338.9% |
| Participant deferral / active EE | $15,246 | $8,216+85.6% | $7,897+93.0% | $6,407+138.0% |
| Admin fee / account holder | $14,333 | $14,344-0.1% | $13,129+9.2% | $12,270+16.8% |