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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 | $1,271,061 | $157,296+708.1% | $141,191+800.2% | $152,897+731.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.93% | 64.34%-47.4pp | 71.41%-54.5pp | 345.43%-328.5pp |
| Employer contribution / active EE | $46,347 | $5,262+780.7% | $4,736+878.6% | $4,764+873.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,164 | $12,125-90.4% | $10,264-88.7% | $11,599-90.0% |