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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 | $1,001,248 | $185,856+438.7% | $170,028+488.9% | $139,456+618.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.19% | 60.52%-35.3pp | 53.39%-28.2pp | 373.45%-348.3pp |
| Employer contribution / active EE | $31,453 | $7,593+314.2% | $6,788+363.4% | $4,753+561.8% |
| Participant deferral / active EE | $21,490 | $11,623+84.9% | $10,409+106.5% | $6,711+220.2% |
| Admin fee / account holder | $8,503 | $15,387-44.7% | $12,820-33.7% | $11,407-25.5% |