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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 | $1,009,169 | $209,425+381.9% | $178,499+465.4% | $158,966+534.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.93% | 188.80%-153.9pp | 151.10%-116.2pp | 302.95%-268.0pp |
| Employer contribution / active EE | $8,760 | $5,707+53.5% | $5,011+74.8% | $4,762+83.9% |
| Participant deferral / active EE | $9,340 | $5,955+56.8% | $5,202+79.5% | $5,983+56.1% |
| Admin fee / account holder | $13,047 | $17,078-23.6% | $13,986-6.7% | $11,250+16.0% |