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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 | $167,030+534.9% | $135,768+681.1% | $155,188+583.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.08% | 678.39%-668.3pp | 526.10%-516.0pp | 148.84%-138.8pp |
| Employer contribution / active EE | $5,978 | $4,132+44.7% | $3,394+76.1% | $4,248+40.7% |
| Participant deferral / active EE | $23,070 | $4,528+409.5% | $3,977+480.0% | $6,531+253.2% |
| Admin fee / account holder | $125,393 | $8,172+1434.5% | $7,048+1679.0% | $14,480+766.0% |