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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 | $1,740,210 | $166,131+947.5% | $164,975+954.8% | $145,877+1092.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 34.61% | 100.37%-65.8pp | 70.12%-35.5pp | 551.28%-516.7pp |
| Employer contribution / active EE | $4,702 | $5,276-10.9% | $4,343+8.3% | $4,663+0.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,497 | $16,648-18.9% | $12,688+6.4% | $13,402+0.7% |