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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 | $1,355,501 | $166,268+715.3% | $165,100+721.0% | $145,897+829.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.08% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $19,725 | $5,284+273.3% | $4,348+353.7% | $4,663+323.0% |
| Participant deferral / active EE | $22,324 | $6,964+220.5% | $6,035+269.9% | $6,689+233.7% |
| Admin fee / account holder | $6,256 | $16,659-62.4% | $12,696-50.7% | $13,390-53.3% |