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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 | $1,084,470 | $156,398+593.4% | $147,318+636.1% | $138,895+680.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.75% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $22,773 | $4,853+369.2% | $4,593+395.8% | $4,194+443.0% |
| Participant deferral / active EE | $23,325 | $8,237+183.2% | $7,906+195.0% | $6,396+264.7% |
| Admin fee / account holder | $9,571 | $14,976-36.1% | $13,708-30.2% | $12,562-23.8% |