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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 | $1,207,810 | $155,555+676.5% | $146,866+722.4% | $155,188+678.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.58% | 115.41%-104.8pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $8,857 | $4,647+90.6% | $4,425+100.2% | $4,248+108.5% |
| Participant deferral / active EE | $15,184 | $8,044+88.8% | $7,759+95.7% | $6,531+132.5% |
| Admin fee / account holder | $41,635 | $14,755+182.2% | $13,620+205.7% | $14,480+187.5% |