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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 | $185,312+474.3% | $161,489+559.0% | $154,746+587.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.65% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $20,306 | $4,769+325.8% | $4,268+375.7% | $4,379+363.7% |
| Participant deferral / active EE | $19,790 | $6,350+211.7% | $5,630+251.5% | $6,730+194.0% |
| Admin fee / account holder | $7,988 | $18,654-57.2% | $16,006-50.1% | $14,365-44.4% |