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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 | $1,064,231 | $172,111+518.3% | $150,298+608.1% | $137,256+675.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $20,306 | $4,636+338.0% | $4,154+388.8% | $4,156+388.6% |
| Participant deferral / active EE | $19,790 | $6,166+221.0% | $5,453+262.9% | $6,407+208.9% |
| Admin fee / account holder | $7,988 | $16,471-51.5% | $14,116-43.4% | $12,270-34.9% |