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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 | $1,137,133 | $103,393+999.8% | $87,103+1205.5% | $152,909+643.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.69% | 28.10%-12.4pp | 28.19%-12.5pp | 345.46%-329.8pp |
| Employer contribution / active EE | $2,720 | $3,221-15.6% | $2,521+7.9% | $4,764-42.9% |
| Participant deferral / active EE | $9,791 | $4,778+104.9% | $4,049+141.8% | $5,851+67.3% |
| Admin fee / account holder | $38,485 | $12,195+215.6% | $7,491+413.7% | $11,601+231.7% |