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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 | $1,501,879 | $115,814+1196.8% | $101,275+1383.0% | $158,982+844.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.85% | 56.16%-33.3pp | 46.48%-23.6pp | 302.99%-280.1pp |
| Employer contribution / active EE | $25,456 | $4,176+509.6% | $3,660+595.5% | $4,763+434.5% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $1,322 | $7,249-81.8% | $5,948-77.8% | $11,252-88.3% |