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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 | $1,064,265 | $110,039+867.2% | $97,260+994.2% | $145,884+629.5% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 21.91% | 244.44%-222.5pp | 75.54%-53.6pp | 551.85%-529.9pp |
| Employer contribution / active EE | $28,333 | $3,074+821.6% | $2,721+941.2% | $4,662+507.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,842 | $6,204+58.7% | $5,640+74.5% | $13,392-26.5% |