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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 | $1,130,415 | $178,174+534.4% | $156,181+623.8% | $137,256+723.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.27% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,000 | $4,972-19.5% | $4,294-6.8% | $4,156-3.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,659 | $17,404-79.0% | $14,586-74.9% | $12,270-70.2% |