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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 | $1,044,597 | $156,398+567.9% | $147,318+609.1% | $138,895+652.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.33% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,931 | $4,853+1.6% | $4,593+7.4% | $4,194+17.6% |
| Participant deferral / active EE | $15,332 | $8,237+86.1% | $7,906+93.9% | $6,396+139.7% |
| Admin fee / account holder | $156,408 | $14,976+944.4% | $13,708+1041.0% | $12,562+1145.1% |