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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 | $1,473,428 | $172,111+756.1% | $150,298+880.3% | $137,256+973.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.13% | 69.37%-49.2pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $18,110 | $4,636+290.6% | $4,154+336.0% | $4,156+335.8% |
| Participant deferral / active EE | $12,703 | $6,166+106.0% | $5,453+133.0% | $6,407+98.3% |
| Admin fee / account holder | $11,313 | $16,471-31.3% | $14,116-19.9% | $12,270-7.8% |