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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 | $1,127,807 | $162,136+595.6% | $152,301+640.5% | $154,746+628.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.93% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $9,363 | $4,890+91.5% | $4,624+102.5% | $4,379+113.8% |
| Participant deferral / active EE | $27,250 | $8,341+226.7% | $8,004+240.5% | $6,730+304.9% |
| Admin fee / account holder | $21,955 | $15,759+39.3% | $14,398+52.5% | $14,365+52.8% |