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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 | $1,220,348 | $182,442+568.9% | $163,379+646.9% | $138,895+778.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.58% | 72.74%-61.2pp | 63.41%-51.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $12,928 | $4,159+210.8% | $3,752+244.5% | $4,194+208.2% |
| Participant deferral / active EE | $21,835 | $6,817+220.3% | $6,282+247.6% | $6,396+241.4% |
| Admin fee / account holder | $9,523 | $10,396-8.4% | $9,818-3.0% | $12,562-24.2% |