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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 | $1,488,305 | $108,882+1266.9% | $96,754+1438.2% | $154,746+861.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.25% | 98.39%-76.1pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $42,767 | $3,018+1317.0% | $2,679+1496.3% | $4,379+876.6% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $49,410 | $10,200+384.4% | $8,905+454.9% | $14,365+244.0% |