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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 | $1,035,161 | $154,228+571.2% | $145,433+611.8% | $137,256+654.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $11,032 | $4,804+129.7% | $4,554+142.2% | $4,156+165.5% |
| Participant deferral / active EE | $12,504 | $8,216+52.2% | $7,897+58.3% | $6,407+95.2% |
| Admin fee / account holder | $10,006 | $14,344-30.2% | $13,129-23.8% | $12,270-18.5% |