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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 | $1,305,624 | $162,136+705.3% | $152,301+757.3% | $154,746+743.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 33.22% | 91.02%-57.8pp | 80.50%-47.3pp | 172.34%-139.1pp |
| Employer contribution / active EE | $2,567 | $4,890-47.5% | $4,624-44.5% | $4,379-41.4% |
| Participant deferral / active EE | $15,422 | $8,341+84.9% | $8,004+92.7% | $6,730+129.1% |
| Admin fee / account holder | $37,052 | $15,759+135.1% | $14,398+157.3% | $14,365+157.9% |