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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 | $155,555+409.9% | $146,866+440.1% | $155,188+411.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.38% | 115.41%-98.0pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $18,242 | $4,647+292.6% | $4,425+312.3% | $4,248+329.4% |
| Participant deferral / active EE | $15,246 | $8,044+89.5% | $7,759+96.5% | $6,531+133.4% |
| Admin fee / account holder | $14,333 | $14,755-2.9% | $13,620+5.2% | $14,480-1.0% |