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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 | $1,002,869 | $180,749+454.8% | $160,784+523.7% | $137,256+630.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.07% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,702 | $4,155+61.3% | $3,733+79.6% | $4,156+61.3% |
| Participant deferral / active EE | $21,533 | $6,844+214.6% | $6,293+242.2% | $6,407+236.1% |
| Admin fee / account holder | $5,745 | $10,397-44.7% | $9,717-40.9% | $12,270-53.2% |