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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 | $223,823+554.2% | $211,142+593.5% | $154,746+846.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.83% | 50.39%-36.6pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $20,386 | $6,787+200.4% | $6,442+216.4% | $4,379+365.5% |
| Participant deferral / active EE | $24,113 | $9,750+147.3% | $9,284+159.7% | $6,730+258.3% |
| Admin fee / account holder | $75,776 | $19,707+284.5% | $19,076+297.2% | $14,365+427.5% |