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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 | $1,071,188 | $108,882+883.8% | $96,754+1007.1% | $154,746+592.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 9.65% | 98.39%-88.7pp | 82.04%-72.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $6,138 | $3,018+103.4% | $2,679+129.1% | $4,379+40.2% |
| Participant deferral / active EE | $2,599 | $5,323-51.2% | $4,758-45.4% | $6,730-61.4% |
| Admin fee / account holder | $3,596 | $10,200-64.7% | $8,905-59.6% | $14,365-75.0% |