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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 | $1,280,752 | $132,634+865.6% | $115,768+1006.3% | $137,256+833.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.22% | 160.70%-146.5pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,000 | $3,360+78.6% | $2,940+104.1% | $4,156+44.4% |
| Participant deferral / active EE | $7,200 | $5,619+28.1% | $4,917+46.4% | $6,407+12.4% |
| Admin fee / account holder | $8,211 | $15,028-45.4% | $12,439-34.0% | $12,270-33.1% |