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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 | $1,178,353 | $111,878+953.2% | $93,727+1157.2% | $145,897+707.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.15% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $4,730 | $3,092+53.0% | $2,421+95.3% | $4,663+1.4% |
| Participant deferral / active EE | $20,333 | $4,920+313.2% | $4,417+360.3% | $6,689+204.0% |
| Admin fee / account holder | $11,024 | $10,256+7.5% | $8,292+33.0% | $13,390-17.7% |