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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 | $1,549,024 | $171,492+803.3% | $150,734+927.7% | $198,609+679.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.76% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,250 | $6,259+143.7% | $5,610+171.8% | $6,977+118.6% |
| Admin fee / account holder | $29,044 | $17,628+64.8% | $14,905+94.9% | $19,030+52.6% |