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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 | $124,213+713.9% | $118,106+756.0% | $154,746+553.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.60% | 18.29%-2.7pp | 19.44%-3.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $52,250 | $4,905+965.3% | $4,698+1012.1% | $4,379+1093.2% |
| Participant deferral / active EE | $27,125 | $6,859+295.5% | $6,619+309.8% | $6,730+303.0% |
| Admin fee / account holder | $119,384 | $9,627+1140.1% | $8,973+1230.5% | $14,365+731.1% |