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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 | $1,190,701 | $157,829+654.4% | $136,867+770.0% | $198,609+499.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.75% | 51.25%-33.5pp | 42.97%-25.2pp | 202.70%-184.9pp |
| Employer contribution / active EE | $6,675 | $3,923+70.2% | $3,547+88.2% | $5,055+32.0% |
| Participant deferral / active EE | $25,460 | $5,463+366.1% | $4,924+417.1% | $6,977+264.9% |
| Admin fee / account holder | $56,479 | $11,107+408.5% | $10,340+446.2% | $19,030+196.8% |