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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 | $1,762,147 | $475,392+270.7% | $400,691+339.8% | $382,429+360.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.9%+24.1pp | 87.7%+12.3pp |
| Annual return | 14.82% | -2.36%+17.2pp | -1.11%+15.9pp | 248.85%-234.0pp |
| Employer contribution / active EE | $35,171 | $9,986+252.2% | $8,652+306.5% | $8,036+337.7% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $5,247-100.0% | $5,727-100.0% |
| Admin fee / account holder | $25,864 | $14,567+77.6% | $12,841+101.4% | $30,732-15.8% |