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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 | $1,562,661 | $125,237+1147.8% | $105,608+1379.7% | $145,877+971.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.27% | 225.76%-206.5pp | 116.50%-97.2pp | 551.28%-532.0pp |
| Employer contribution / active EE | $20,333 | $3,720+446.5% | $3,167+542.0% | $4,663+336.1% |
| Participant deferral / active EE | $17,467 | $5,711+205.9% | $5,010+248.7% | $6,691+161.1% |
| Admin fee / account holder | $39,977 | $17,287+131.2% | $11,028+262.5% | $13,402+198.3% |