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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 | $1,031,709 | $202,342+409.9% | $172,752+497.2% | $152,897+574.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.55% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $14,001 | $5,858+139.0% | $5,144+172.2% | $4,764+193.9% |
| Participant deferral / active EE | $9,417 | $5,948+58.3% | $5,198+81.2% | $5,851+60.9% |
| Admin fee / account holder | $4,253 | $17,111-75.1% | $13,955-69.5% | $11,599-63.3% |