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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 | $1,284,937 | $197,637+550.1% | $177,848+622.5% | $158,982+708.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.71% | 58.77%-33.1pp | 48.33%-22.6pp | 302.99%-277.3pp |
| Employer contribution / active EE | $33,168 | $6,698+395.2% | $5,919+460.4% | $4,763+596.4% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33,617 | $15,406+118.2% | $12,431+170.4% | $11,252+198.8% |