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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 | $162,136+389.2% | $152,301+420.8% | $154,746+412.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.38% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $18,242 | $4,890+273.0% | $4,624+294.5% | $4,379+316.6% |
| Participant deferral / active EE | $15,246 | $8,341+82.8% | $8,004+90.5% | $6,730+126.5% |
| Admin fee / account holder | $14,333 | $15,759-9.0% | $14,398-0.4% | $14,365-0.2% |