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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 | $1,064,462 | $227,291+368.3% | $214,702+395.8% | $155,188+585.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.25% | 60.08%-44.8pp | 54.55%-39.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $19,702 | $6,772+190.9% | $6,461+204.9% | $4,248+363.8% |
| Participant deferral / active EE | $31,000 | $9,582+223.5% | $9,147+238.9% | $6,531+374.6% |
| Admin fee / account holder | $727 | $20,413-96.4% | $19,830-96.3% | $14,480-95.0% |