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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 | $1,051,565 | $223,823+369.8% | $211,142+398.0% | $154,746+579.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.59% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $32,186 | $6,787+374.2% | $6,442+399.6% | $4,379+635.0% |
| Participant deferral / active EE | $35,936 | $9,750+268.6% | $9,284+287.1% | $6,730+433.9% |
| Admin fee / account holder | $8,289 | $19,707-57.9% | $19,076-56.5% | $14,365-42.3% |