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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 | $895,182 | $162,136+452.1% | $152,301+487.8% | $154,746+478.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.00% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,475 | $4,890-49.4% | $4,624-46.5% | $4,379-43.5% |
| Participant deferral / active EE | $10,808 | $8,341+29.6% | $8,004+35.0% | $6,730+60.6% |
| Admin fee / account holder | $5,116 | $15,759-67.5% | $14,398-64.5% | $14,365-64.4% |