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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 | $1,171,936 | $134,817+769.3% | $123,973+845.3% | $155,188+655.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.13% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $23,509 | $4,425+431.3% | $4,126+469.8% | $4,248+453.4% |
| Participant deferral / active EE | $21,978 | $5,706+285.2% | $5,247+318.9% | $6,531+236.5% |
| Admin fee / account holder | $28,011 | $13,245+111.5% | $11,799+137.4% | $14,480+93.4% |