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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 | $1,031,200 | $148,558+594.1% | $135,925+658.7% | $139,427+639.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.20% | 79.22%-59.0pp | 68.25%-48.1pp | 373.27%-353.1pp |
| Employer contribution / active EE | $12,584 | $5,244+140.0% | $4,857+159.1% | $4,752+164.8% |
| Participant deferral / active EE | $17,903 | $8,101+121.0% | $7,759+130.7% | $6,711+166.8% |
| Admin fee / account holder | $33,160 | $12,401+167.4% | $10,764+208.1% | $11,404+190.8% |