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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 | $1,218,742 | $111,535+992.7% | $105,223+1058.2% | $137,256+787.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.11% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $29,500 | $3,939+648.8% | $3,689+699.8% | $4,156+609.8% |
| Participant deferral / active EE | $20,750 | $5,500+277.3% | $5,072+309.1% | $6,407+223.9% |
| Admin fee / account holder | $4,355 | $9,721-55.2% | $8,859-50.8% | $12,270-64.5% |