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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 | $1,094,958 | $157,296+596.1% | $141,191+675.5% | $152,897+616.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.32% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $7,006 | $5,262+33.1% | $4,736+47.9% | $4,764+47.1% |
| Participant deferral / active EE | $8,294 | $7,111+16.6% | $6,710+23.6% | $5,851+41.8% |
| Admin fee / account holder | $19,935 | $12,125+64.4% | $10,264+94.2% | $11,599+71.9% |