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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 | $142,354+799.7% | $125,529+920.3% | $155,188+725.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.22% | 306.06%-291.8pp | 202.56%-188.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $6,000 | $3,501+71.4% | $3,058+96.2% | $4,248+41.3% |
| Participant deferral / active EE | $7,200 | $5,491+31.1% | $4,813+49.6% | $6,531+10.2% |
| Admin fee / account holder | $8,211 | $19,392-57.7% | $16,298-49.6% | $14,480-43.3% |