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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 | $1,054,818 | $210,698+400.6% | $178,014+492.5% | $145,959+622.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 386.27%-374.9pp | 294.80%-283.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $39,193 | $4,567+758.2% | $3,950+892.2% | $4,661+740.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,143 | $12,016+26.0% | $10,362+46.1% | $13,398+13.0% |