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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 | $1,387,256 | $183,539+655.8% | $155,556+791.8% | $145,897+850.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.75% | 61.31%-25.6pp | 64.84%-29.1pp | 552.29%-516.5pp |
| Employer contribution / active EE | $4,639 | $5,315-12.7% | $4,675-0.8% | $4,663-0.5% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,631+36.2% | $6,689+14.6% |
| Admin fee / account holder | $44,719 | $19,275+132.0% | $15,885+181.5% | $13,390+234.0% |