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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 | $1,117,677 | $181,062+517.3% | $158,223+606.4% | $155,188+620.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 38.57% | 57.39%-18.8pp | 52.09%-13.5pp | 148.84%-110.3pp |
| Employer contribution / active EE | $7,500 | $4,565+64.3% | $4,109+82.5% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $833 | $18,825-95.6% | $16,047-94.8% | $14,480-94.2% |