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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 | $1,034,067 | $198,457+421.1% | $170,435+506.7% | $147,586+600.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.65% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $32,000 | $6,183+417.5% | $5,432+489.1% | $4,876+556.2% |
| Participant deferral / active EE | $16,667 | $5,629+196.1% | $4,939+237.4% | $5,439+206.4% |
| Admin fee / account holder | $259,478 | $16,852+1439.7% | $13,881+1769.3% | $10,886+2283.7% |