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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 | $1,673,972 | $156,398+970.3% | $147,318+1036.3% | $138,895+1105.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.05% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $8,740 | $4,853+80.1% | $4,593+90.3% | $4,194+108.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $62,657 | $14,976+318.4% | $13,708+357.1% | $12,562+398.8% |