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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 | $1,275,693 | $123,898+929.6% | $116,538+994.7% | $155,188+722.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 11.16% | 16.04%-4.9pp | 17.97%-6.8pp | 148.84%-137.7pp |
| Employer contribution / active EE | $49,502 | $4,739+944.6% | $4,541+990.1% | $4,248+1065.4% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,475 | $9,174-62.1% | $8,737-60.2% | $14,480-76.0% |