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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 | $941,469 | $157,304+498.5% | $141,197+566.8% | $152,909+515.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.07% | 64.34%-47.3pp | 71.41%-54.3pp | 345.46%-328.4pp |
| Employer contribution / active EE | $5,439 | $5,263+3.4% | $4,736+14.8% | $4,764+14.2% |
| Participant deferral / active EE | $21,203 | $7,111+198.2% | $6,710+216.0% | $5,851+262.4% |
| Admin fee / account holder | $24,596 | $12,126+102.8% | $10,265+139.6% | $11,601+112.0% |