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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 | $1,267,987 | $114,013+1012.1% | $103,693+1122.8% | $155,188+717.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.07% | 49.31%-37.2pp | 47.61%-35.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $10,085 | $3,131+222.1% | $2,920+245.3% | $4,248+137.4% |
| Participant deferral / active EE | $19,639 | $4,970+295.2% | $4,579+328.9% | $6,531+200.7% |
| Admin fee / account holder | $20,166 | $8,407+139.9% | $7,858+156.6% | $14,480+39.3% |