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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 | $1,216,306 | $155,555+681.9% | $146,866+728.2% | $155,188+683.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.60% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $10,455 | $4,647+125.0% | $4,425+136.3% | $4,248+146.1% |
| Participant deferral / active EE | $28,500 | $8,044+254.3% | $7,759+267.3% | $6,531+336.4% |
| Admin fee / account holder | $15,222 | $14,755+3.2% | $13,620+11.8% | $14,480+5.1% |