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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 | $1,366,307 | $124,425+998.1% | $112,040+1119.5% | $137,256+895.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.52% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $17,750 | $3,411+420.3% | $2,954+500.9% | $4,156+327.1% |
| Participant deferral / active EE | $18,100 | $5,718+216.5% | $5,098+255.1% | $6,407+182.5% |
| Admin fee / account holder | $1,267 | $15,207-91.7% | $12,098-89.5% | $12,270-89.7% |