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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 | $211,288+399.2% | $178,540+490.8% | $145,884+623.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 30.27%-18.8pp | 27.15%-15.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $39,193 | $4,574+756.9% | $3,953+891.5% | $4,662+740.6% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,143 | $12,105+25.1% | $10,424+45.3% | $13,392+13.1% |