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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 | $1,113,715 | $178,174+525.1% | $156,181+613.1% | $137,256+711.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.43% | 84.19%-71.8pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $50,500 | $4,972+915.8% | $4,294+1076.1% | $4,156+1115.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,000 | $17,404-2.3% | $14,586+16.5% | $12,270+38.5% |