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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 | $1,047,675 | $202,342+417.8% | $172,752+506.5% | $152,897+585.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.14% | 1029.83%-1010.7pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $10,393 | $5,858+77.4% | $5,144+102.0% | $4,764+118.2% |
| Participant deferral / active EE | $11,640 | $5,948+95.7% | $5,198+123.9% | $5,851+98.9% |
| Admin fee / account holder | $7,154 | $17,111-58.2% | $13,955-48.7% | $11,599-38.3% |