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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 | $1,464,353 | $275,752+431.0% | $256,809+470.2% | $198,609+637.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.83% | 34.81%-21.0pp | 32.73%-18.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $20,386 | $7,721+164.0% | $7,263+180.7% | $5,055+303.3% |
| Participant deferral / active EE | $24,113 | $10,037+140.2% | $9,520+153.3% | $6,977+245.6% |
| Admin fee / account holder | $75,776 | $25,716+194.7% | $25,146+201.3% | $19,030+298.2% |