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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 | $1,120,229 | $105,960+957.2% | $81,726+1270.7% | $158,982+604.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.83% | 38.19%-26.4pp | 29.49%-17.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,724 | $7,805-52.3% | $4,311-13.6% | $4,763-21.8% |
| Participant deferral / active EE | $17,333 | $13,011+33.2% | $7,108+143.8% | $5,983+189.7% |
| Admin fee / account holder | $1,971 | $8,494-76.8% | $5,160-61.8% | $11,252-82.5% |