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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 | $1,326,578 | $172,111+670.8% | $150,298+782.6% | $137,256+866.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.58% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,380 | $4,636-70.2% | $4,154-66.8% | $4,156-66.8% |
| Participant deferral / active EE | $34,750 | $6,166+463.6% | $5,453+537.3% | $6,407+442.4% |
| Admin fee / account holder | $10,773 | $16,471-34.6% | $14,116-23.7% | $12,270-12.2% |