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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 | $1,544,593 | $209,874+636.0% | $189,537+714.9% | $167,536+821.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.65% | 748.61%-729.0pp | 555.34%-535.7pp | 478.82%-459.2pp |
| Employer contribution / active EE | $33,878 | $6,913+390.1% | $6,161+449.9% | $4,839+600.1% |
| Participant deferral / active EE | $11,085 | $8,934+24.1% | $8,220+34.8% | $6,342+74.8% |
| Admin fee / account holder | $43,680 | $14,299+205.5% | $12,048+262.5% | $12,315+254.7% |