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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 | $1,344,576 | $157,304+754.8% | $141,197+852.3% | $152,909+779.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.01% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $23,444 | $5,263+345.5% | $4,736+395.0% | $4,764+392.1% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $54,597 | $12,126+350.3% | $10,265+431.9% | $11,601+370.6% |