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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 | $1,000,956 | $192,829+419.1% | $142,516+602.3% | $139,466+617.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.23% | 17.99%-6.8pp | 19.99%-8.8pp | 373.66%-362.4pp |
| Employer contribution / active EE | $25,775 | $5,808+343.8% | $4,849+431.6% | $4,754+442.2% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,174 | $15,120+33.4% | $10,008+101.6% | $11,409+76.8% |