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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 | $1,322,973 | $172,111+668.7% | $150,298+780.2% | $137,256+863.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 31.96% | 69.37%-37.4pp | 62.79%-30.8pp | 220.34%-188.4pp |
| Employer contribution / active EE | $26,867 | $4,636+479.5% | $4,154+546.8% | $4,156+546.5% |
| Participant deferral / active EE | $17,360 | $6,166+181.6% | $5,453+218.4% | $6,407+171.0% |
| Admin fee / account holder | $722 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |