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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 | $1,101,704 | $157,296+600.4% | $141,191+680.3% | $152,897+620.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.32% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $8,333 | $5,262+58.4% | $4,736+76.0% | $4,764+74.9% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $24,681 | $12,125+103.6% | $10,264+140.5% | $11,599+112.8% |