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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 | $208,088+381.9% | $186,193+438.6% | $154,746+548.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.07% | 89.97%-73.9pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $6,702 | $4,340+54.4% | $3,918+71.1% | $4,379+53.1% |
| Participant deferral / active EE | $21,533 | $7,078+204.2% | $6,513+230.6% | $6,730+219.9% |
| Admin fee / account holder | $5,745 | $11,698-50.9% | $11,058-48.0% | $14,365-60.0% |