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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 | $1,427,022 | $157,304+807.2% | $141,197+910.7% | $152,909+833.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.75% | 64.34%-33.6pp | 71.41%-40.7pp | 345.46%-314.7pp |
| Employer contribution / active EE | $4,099 | $5,263-22.1% | $4,736-13.5% | $4,764-14.0% |
| Participant deferral / active EE | $12,652 | $7,111+77.9% | $6,710+88.5% | $5,851+116.2% |
| Admin fee / account holder | $6,589 | $12,126-45.7% | $10,265-35.8% | $11,601-43.2% |