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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 | $1,144,272 | $107,666+962.8% | $102,184+1019.8% | $154,746+639.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 26.69% | 29.33%-2.6pp | 31.58%-4.9pp | 172.34%-145.7pp |
| Employer contribution / active EE | $46,000 | $3,846+1096.0% | $3,594+1180.0% | $4,379+950.5% |
| Participant deferral / active EE | $31,000 | $8,719+255.5% | $8,309+273.1% | $6,730+360.6% |
| Admin fee / account holder | $445 | $12,943-96.6% | $11,609-96.2% | $14,365-96.9% |