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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 | $1,650,761 | $185,312+790.8% | $161,489+922.2% | $154,746+966.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.87% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,321 | $4,769-72.3% | $4,268-69.1% | $4,379-69.8% |
| Participant deferral / active EE | $7,939 | $6,350+25.0% | $5,630+41.0% | $6,730+18.0% |
| Admin fee / account holder | $708 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |