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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 | $1,659,770 | $148,629+1016.7% | $135,982+1120.6% | $139,487+1089.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.55% | 79.33%-57.8pp | 68.32%-46.8pp | 373.84%-352.3pp |
| Employer contribution / active EE | $18,182 | $5,247+246.5% | $4,859+274.2% | $4,755+282.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $56,667 | $12,406+356.8% | $10,767+426.3% | $11,407+396.8% |