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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 | $1,625,379 | $209,336+676.4% | $197,124+724.5% | $137,256+1084.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.24% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $19,638 | $6,591+198.0% | $6,227+215.3% | $4,156+372.5% |
| Participant deferral / active EE | $7,500 | $9,614-22.0% | $9,135-17.9% | $6,407+17.1% |
| Admin fee / account holder | $4,210 | $17,308-75.7% | $16,298-74.2% | $12,270-65.7% |