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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 | $1,369,751 | $176,402+676.5% | $134,162+921.0% | $158,982+761.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.67% | 63.66%-51.0pp | 36.35%-23.7pp | 302.99%-290.3pp |
| Employer contribution / active EE | $20,307 | $5,042+302.7% | $3,705+448.1% | $4,763+326.4% |
| Participant deferral / active EE | $23,833 | $4,093+482.3% | $3,500+581.0% | $5,983+298.3% |
| Admin fee / account holder | $6,926 | $8,719-20.6% | $6,685+3.6% | $11,252-38.4% |