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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 | $1,520,668 | $209,336+626.4% | $197,124+671.4% | $137,256+1007.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.67% | 48.09%-29.4pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,163 | $6,591-52.0% | $6,227-49.2% | $4,156-23.9% |
| Participant deferral / active EE | $14,150 | $9,614+47.2% | $9,135+54.9% | $6,407+120.9% |
| Admin fee / account holder | $20,534 | $17,308+18.6% | $16,298+26.0% | $12,270+67.3% |