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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 | $1,102,404 | $178,174+518.7% | $156,181+605.9% | $137,256+703.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.55% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $35,000 | $4,972+604.0% | $4,294+715.1% | $4,156+742.2% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $2,996 | $17,404-82.8% | $14,586-79.5% | $12,270-75.6% |