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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 | $1,032,753 | $162,136+537.0% | $152,301+578.1% | $154,746+567.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 71.49% | 91.02%-19.5pp | 80.50%-9.0pp | 172.34%-100.8pp |
| Employer contribution / active EE | $1,090 | $4,890-77.7% | $4,624-76.4% | $4,379-75.1% |
| Participant deferral / active EE | $3,900 | $8,341-53.2% | $8,004-51.3% | $6,730-42.1% |
| Admin fee / account holder | $22,709 | $15,759+44.1% | $14,398+57.7% | $14,365+58.1% |