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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 | $1,050,291 | $118,875+783.5% | $96,572+987.6% | $167,553+526.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.99% | 50.50%-37.5pp | 37.79%-24.8pp | 478.89%-465.9pp |
| Employer contribution / active EE | $9,265 | $3,121+196.9% | $2,357+293.0% | $4,840+91.4% |
| Participant deferral / active EE | $26,000 | $4,617+463.1% | $3,850+575.4% | $6,343+309.9% |
| Admin fee / account holder | $9,137 | $8,070+13.2% | $6,183+47.8% | $12,316-25.8% |