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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 | $1,615,305 | $180,459+795.1% | $154,108+948.2% | $135,380+1093.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 14.37% | 888.21%-873.8pp | 735.21%-720.8pp | 519.81%-505.4pp |
| Employer contribution / active EE | $36,500 | $6,035+504.8% | $5,298+589.0% | $4,779+663.8% |
| Participant deferral / active EE | $22,500 | $5,806+287.5% | $5,081+342.9% | $5,609+301.1% |
| Admin fee / account holder | $79,183 | $16,145+390.4% | $13,411+490.4% | $10,828+631.3% |