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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 | $1,360,351 | $217,432+525.6% | $185,851+632.0% | $167,553+711.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.77% | 148.43%-125.7pp | 122.11%-99.3pp | 478.89%-456.1pp |
| Employer contribution / active EE | $32,937 | $5,874+460.7% | $5,168+537.3% | $4,840+580.6% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $1,928 | $19,820-90.3% | $16,245-88.1% | $12,316-84.4% |