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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 | $1,246,080 | $275,752+351.9% | $256,809+385.2% | $198,609+527.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.44% | 34.81%-16.4pp | 32.73%-14.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $20,564 | $7,721+166.3% | $7,263+183.1% | $5,055+306.8% |
| Participant deferral / active EE | $25,097 | $10,037+150.0% | $9,520+163.6% | $6,977+259.7% |
| Admin fee / account holder | $3,884 | $25,716-84.9% | $25,146-84.6% | $19,030-79.6% |