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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 | $1,001,657 | $183,592+445.6% | $155,574+543.8% | $145,877+586.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.52% | 61.37%-34.9pp | 64.87%-38.3pp | 551.28%-524.8pp |
| Employer contribution / active EE | $22,647 | $5,317+326.0% | $4,676+384.4% | $4,663+385.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $73,264 | $19,316+279.3% | $15,914+360.4% | $13,402+446.7% |