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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 | $102,938+980.3% | $94,105+1081.7% | $138,895+700.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 16.51% | 250.28%-233.8pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,952 | $2,732+117.9% | $2,504+137.7% | $4,194+41.9% |
| Participant deferral / active EE | $26,953 | $4,196+542.3% | $3,881+594.5% | $6,396+321.4% |
| Admin fee / account holder | $24,624 | $6,600+273.1% | $6,199+297.2% | $12,562+96.0% |