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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 | $1,060,521 | $154,754+585.3% | $124,206+753.8% | $138,895+663.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.08% | 709.28%-699.2pp | 515.27%-505.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,978 | $4,446+34.4% | $3,540+68.9% | $4,194+42.5% |
| Participant deferral / active EE | $23,070 | $4,621+399.2% | $3,968+481.5% | $6,396+260.7% |
| Admin fee / account holder | $125,393 | $6,690+1774.4% | $5,929+2015.1% | $12,562+898.2% |