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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 | $1,112,026 | $125,778+784.1% | $114,563+870.7% | $154,746+618.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.51% | 295.14%-278.6pp | 241.09%-224.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,952 | $2,806+112.1% | $2,592+129.6% | $4,379+35.9% |
| Participant deferral / active EE | $26,953 | $4,445+506.4% | $4,142+550.7% | $6,730+300.5% |
| Admin fee / account holder | $24,624 | $8,190+200.6% | $7,623+223.0% | $14,365+71.4% |