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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 | $1,714,407 | $183,539+834.1% | $155,556+1002.1% | $145,897+1075.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 53.73% | 61.31%-7.6pp | 64.84%-11.1pp | 552.29%-498.6pp |
| Employer contribution / active EE | $36,800 | $5,315+592.3% | $4,675+687.1% | $4,663+689.3% |
| Participant deferral / active EE | $21,400 | $6,467+230.9% | $5,631+280.1% | $6,689+219.9% |
| Admin fee / account holder | $35,985 | $19,275+86.7% | $15,885+126.5% | $13,390+168.7% |