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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 | $1,374,119 | $70,366+1852.8% | $66,674+1961.0% | $138,895+889.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.26% | 386.41%-372.1pp | 321.24%-307.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $12,011 | $2,765+334.4% | $2,620+358.4% | $4,194+186.4% |
| Participant deferral / active EE | $31,000 | $4,374+608.7% | $4,084+659.1% | $6,396+384.7% |
| Admin fee / account holder | $18,480 | $5,262+251.2% | $5,098+262.5% | $12,562+47.1% |