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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 | $1,010,945 | $92,798+989.4% | $96,707+945.4% | $137,256+636.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.60% | 31.24%-15.6pp | 34.78%-19.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $52,250 | $4,147+1159.8% | $4,191+1146.7% | $4,156+1157.2% |
| Participant deferral / active EE | $27,125 | $5,877+361.6% | $5,997+352.3% | $6,407+323.4% |
| Admin fee / account holder | $119,384 | $7,946+1402.5% | $7,503+1491.2% | $12,270+873.0% |