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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 | $1,313,821 | $133,998+880.5% | $112,263+1070.3% | $134,545+876.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.12% | 47.17%-44.1pp | 27.49%-24.4pp | 418.37%-415.3pp |
| Employer contribution / active EE | $19,918 | $4,040+393.0% | $3,636+447.8% | $4,742+320.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,238 | $7,493+236.8% | $6,410+293.7% | $11,431+120.8% |