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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 | $1,505,648 | $155,555+867.9% | $146,866+925.2% | $155,188+870.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.99% | 115.41%-93.4pp | 102.85%-80.9pp | 148.84%-126.8pp |
| Employer contribution / active EE | $9,289 | $4,647+99.9% | $4,425+109.9% | $4,248+118.7% |
| Participant deferral / active EE | $35,493 | $8,044+341.2% | $7,759+357.4% | $6,531+443.4% |
| Admin fee / account holder | $3,889 | $14,755-73.6% | $13,620-71.5% | $14,480-73.1% |