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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 | $1,111,797 | $99,053+1022.4% | $88,179+1160.8% | $138,895+700.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.62% | 78.17%-61.6pp | 64.97%-48.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $7,670 | $2,882+166.1% | $2,549+200.9% | $4,194+82.9% |
| Participant deferral / active EE | $35,070 | $5,225+571.1% | $4,614+660.1% | $6,396+448.3% |
| Admin fee / account holder | $36,598 | $8,748+318.3% | $7,673+377.0% | $12,562+191.3% |