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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 | $212,386+401.2% | $199,883+432.5% | $138,895+666.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.25% | 47.75%-32.5pp | 43.81%-28.6pp | 145.39%-130.1pp |
| Employer contribution / active EE | $19,702 | $6,625+197.4% | $6,261+214.7% | $4,194+369.7% |
| Participant deferral / active EE | $31,000 | $9,617+222.3% | $9,138+239.2% | $6,396+384.7% |
| Admin fee / account holder | $727 | $18,233-96.0% | $17,268-95.8% | $12,562-94.2% |