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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 | $1,142,622 | $210,698+442.3% | $178,014+541.9% | $145,959+682.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.67% | 386.27%-361.6pp | 294.80%-270.1pp | 561.95%-537.3pp |
| Employer contribution / active EE | $37,391 | $4,567+718.7% | $3,950+846.6% | $4,661+702.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,787 | $12,016+131.2% | $10,362+168.2% | $13,398+107.4% |