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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 | $1,629,301 | $232,540+600.7% | $185,117+780.1% | $147,586+1004.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.78% | 43.03%-33.2pp | 40.50%-30.7pp | 578.59%-568.8pp |
| Employer contribution / active EE | $1,000 | $5,195-80.8% | $4,182-76.1% | $4,876-79.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $96,215 | $10,275+836.4% | $8,159+1079.2% | $10,886+783.9% |