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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 | $1,241,471 | $157,304+689.2% | $141,197+779.2% | $152,909+711.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.41% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $4,700 | $5,263-10.7% | $4,736-0.8% | $4,764-1.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $53,867 | $12,126+344.2% | $10,265+424.8% | $11,601+364.3% |