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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 | $1,014,202 | $100,895+905.2% | $90,430+1021.5% | $158,950+538.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.34% | 1725.54%-1704.2pp | 1293.73%-1272.4pp | 302.91%-281.6pp |
| Employer contribution / active EE | $23,924 | $3,689+548.6% | $3,262+633.5% | $4,762+402.4% |
| Participant deferral / active EE | $17,333 | $4,347+298.7% | $3,963+337.4% | $5,983+189.7% |
| Admin fee / account holder | $2,594 | $6,505-60.1% | $5,613-53.8% | $11,248-76.9% |