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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 | $1,695,599 | $165,381+925.3% | $149,730+1032.4% | $158,966+966.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.42% | 348.29%-337.9pp | 276.70%-266.3pp | 302.95%-292.5pp |
| Employer contribution / active EE | $57,000 | $5,104+1016.7% | $4,645+1127.1% | $4,762+1096.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,869 | $10,809+9.8% | $9,310+27.5% | $11,250+5.5% |