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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 | $1,138,334 | $108,942+944.9% | $100,415+1033.6% | $145,897+680.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 58.27%-47.8pp | 49.47%-39.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $46,000 | $4,422+940.3% | $3,943+1066.6% | $4,663+886.6% |
| Participant deferral / active EE | $20,333 | $8,461+140.3% | $8,091+151.3% | $6,689+204.0% |
| Admin fee / account holder | $4,741 | $9,702-51.1% | $7,906-40.0% | $13,390-64.6% |