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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 | $1,234,306 | $155,555+693.5% | $146,866+740.4% | $155,188+695.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.42% | 115.41%-92.0pp | 102.85%-79.4pp | 148.84%-125.4pp |
| Employer contribution / active EE | $4,500 | $4,647-3.2% | $4,425+1.7% | $4,248+5.9% |
| Participant deferral / active EE | $19,483 | $8,044+142.2% | $7,759+151.1% | $6,531+198.3% |
| Admin fee / account holder | $5,303 | $14,755-64.1% | $13,620-61.1% | $14,480-63.4% |