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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 | $1,185,589 | $174,379+579.9% | $152,093+679.5% | $138,895+753.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.22% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,000 | $4,652-57.0% | $4,175-52.1% | $4,194-52.3% |
| Participant deferral / active EE | $15,500 | $6,159+151.7% | $5,451+184.3% | $6,396+142.3% |
| Admin fee / account holder | $1,453 | $16,880-91.4% | $14,497-90.0% | $12,562-88.4% |