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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 | $227,399+481.8% | $189,758+597.2% | $198,609+566.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 31.96% | 61.03%-29.1pp | 52.62%-20.7pp | 202.70%-170.7pp |
| Employer contribution / active EE | $26,867 | $5,526+386.2% | $4,767+463.7% | $5,055+431.5% |
| Participant deferral / active EE | $17,360 | $6,837+153.9% | $5,856+196.5% | $6,977+148.8% |
| Admin fee / account holder | $722 | $25,162-97.1% | $20,388-96.5% | $19,030-96.2% |