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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 | $1,028,011 | $174,379+489.5% | $152,093+575.9% | $138,895+640.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.15% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $40,292 | $4,652+766.2% | $4,175+865.1% | $4,194+860.7% |
| Participant deferral / active EE | $27,696 | $6,159+349.7% | $5,451+408.1% | $6,396+333.0% |
| Admin fee / account holder | $977 | $16,880-94.2% | $14,497-93.3% | $12,562-92.2% |