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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 | $1,044,121 | $154,228+577.0% | $145,433+617.9% | $137,256+660.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,686 | $4,804-23.3% | $4,554-19.1% | $4,156-11.3% |
| Participant deferral / active EE | $16,438 | $8,216+100.1% | $7,897+108.1% | $6,407+156.6% |
| Admin fee / account holder | $6,564 | $14,344-54.2% | $13,129-50.0% | $12,270-46.5% |