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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 | $1,470,526 | $254,759+477.2% | $216,567+579.0% | $198,609+640.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 6.69% | 10.04%-3.4pp | 12.94%-6.3pp | 202.70%-196.0pp |
| Employer contribution / active EE | $46,500 | $6,096+662.7% | $5,216+791.5% | $5,055+819.8% |
| Participant deferral / active EE | $27,250 | $6,948+292.2% | $6,191+340.2% | $6,977+290.6% |
| Admin fee / account holder | $10,674 | $26,311-59.4% | $21,981-51.4% | $19,030-43.9% |