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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 | $174,379+658.7% | $152,093+769.8% | $138,895+852.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 31.96% | 74.86%-42.9pp | 66.36%-34.4pp | 145.39%-113.4pp |
| Employer contribution / active EE | $26,867 | $4,652+477.6% | $4,175+543.6% | $4,194+540.6% |
| Participant deferral / active EE | $17,360 | $6,159+181.9% | $5,451+218.5% | $6,396+171.4% |
| Admin fee / account holder | $722 | $16,880-95.7% | $14,497-95.0% | $12,562-94.3% |