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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 | $1,461,462 | $154,228+847.6% | $145,433+904.9% | $137,256+964.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.38% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $19,405 | $4,804+303.9% | $4,554+326.1% | $4,156+366.9% |
| Participant deferral / active EE | $12,333 | $8,216+50.1% | $7,897+56.2% | $6,407+92.5% |
| Admin fee / account holder | $13,130 | $14,344-8.5% | $13,1290% | $12,270+7.0% |