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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 | $1,117,605 | $239,571+366.5% | $183,328+509.6% | $137,256+714.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 10.63% | 35.69%-25.1pp | 29.67%-19.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $25,625 | $6,148+316.8% | $5,055+406.9% | $4,156+516.6% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $59,574 | $30,059+98.2% | $21,427+178.0% | $12,270+385.5% |