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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 | $997,266 | $139,948+612.6% | $121,663+719.7% | $154,746+544.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 10.33% | 230.52%-220.2pp | 147.54%-137.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $9,150 | $3,521+159.9% | $3,020+203.0% | $4,379+108.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,672 | $17,321-3.7% | $14,289+16.7% | $14,365+16.1% |