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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 | $1,294,465 | $149,040+768.5% | $120,225+976.7% | $137,256+843.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 29.64% | 605.68%-576.0pp | 439.23%-409.6pp | 220.34%-190.7pp |
| Employer contribution / active EE | $3,510 | $4,350-19.3% | $3,475+1.0% | $4,156-15.5% |
| Participant deferral / active EE | $23,476 | $4,655+404.4% | $3,999+487.1% | $6,407+266.4% |
| Admin fee / account holder | $19,309 | $6,348+204.2% | $5,696+239.0% | $12,270+57.4% |