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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 | $1,672,603 | $196,972+749.2% | $182,262+817.7% | $198,609+742.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.46% | 158.27%-149.8pp | 140.60%-132.1pp | 202.70%-194.2pp |
| Employer contribution / active EE | $14,263 | $5,364+165.9% | $5,046+182.7% | $5,055+182.1% |
| Participant deferral / active EE | $15,500 | $8,643+79.3% | $8,276+87.3% | $6,977+122.2% |
| Admin fee / account holder | $96,965 | $18,429+426.2% | $16,712+480.2% | $19,030+409.5% |