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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 | $1,060,749 | $95,415+1011.7% | $185,851+470.8% | $85,851+1135.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.57% | 23.59%-8.0pp | 122.11%-106.5pp | 318.63%-303.1pp |
| Employer contribution / active EE | $32,664 | $3,314+885.7% | $5,168+532.0% | $2,565+1173.2% |
| Participant deferral / active EE | $18,988 | $3,424+454.6% | $5,569+241.0% | $3,952+380.4% |
| Admin fee / account holder | $104,482 | $7,215+1348.2% | $16,245+543.2% | $6,261+1568.8% |