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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 | $1,084,082 | $209,422+417.7% | $178,503+507.3% | $158,982+581.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.22% | 188.81%-180.6pp | 151.12%-142.9pp | 302.99%-294.8pp |
| Employer contribution / active EE | $1,960 | $5,707-65.7% | $5,011-60.9% | $4,763-58.9% |
| Participant deferral / active EE | $14,300 | $5,955+140.1% | $5,202+174.9% | $5,983+139.0% |
| Admin fee / account holder | $3,589 | $17,079-79.0% | $13,987-74.3% | $11,252-68.1% |