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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 | $808,421 | $196,972+310.4% | $182,262+343.5% | $198,609+307.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.93% | 158.27%-142.3pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $15,823 | $5,364+195.0% | $5,046+213.6% | $5,055+213.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17,510 | $18,429-5.0% | $16,712+4.8% | $19,030-8.0% |