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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 | $1,012,760 | $202,342+400.5% | $172,752+486.3% | $152,897+562.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.88% | 1029.83%-1010.9pp | 802.97%-784.1pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,591 | $5,858-72.8% | $5,144-69.1% | $4,764-66.6% |
| Participant deferral / active EE | $12,901 | $5,948+116.9% | $5,198+148.2% | $5,851+120.5% |
| Admin fee / account holder | $58,229 | $17,111+240.3% | $13,955+317.3% | $11,599+402.0% |