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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 | $1,223,237 | $111,878+993.4% | $93,727+1205.1% | $145,897+738.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.47% | 204.28%-190.8pp | 133.83%-120.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $18,266 | $3,092+490.7% | $2,421+654.4% | $4,663+291.8% |
| Participant deferral / active EE | $30,500 | $4,920+519.9% | $4,417+590.5% | $6,689+356.0% |
| Admin fee / account holder | $2,445 | $10,256-76.2% | $8,292-70.5% | $13,390-81.7% |