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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 | $1,092,911 | $217,432+402.6% | $185,849+488.1% | $167,536+552.3% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.97% | 148.42%-132.5pp | 122.10%-106.1pp | 478.82%-462.9pp |
| Employer contribution / active EE | $15,238 | $5,875+159.4% | $5,169+194.8% | $4,839+214.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,347 | $19,818-93.2% | $16,244-91.7% | $12,315-89.1% |