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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 | $162,136+661.3% | $152,301+710.4% | $154,746+697.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.42% | 91.02%-67.6pp | 80.50%-57.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $4,500 | $4,890-8.0% | $4,624-2.7% | $4,379+2.8% |
| Participant deferral / active EE | $19,483 | $8,341+133.6% | $8,004+143.4% | $6,730+189.5% |
| Admin fee / account holder | $5,303 | $15,759-66.3% | $14,398-63.2% | $14,365-63.1% |