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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 | $1,424,514 | $212,386+570.7% | $199,883+612.7% | $138,895+925.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.43% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-129.0pp |
| Employer contribution / active EE | $16,562 | $6,625+150.0% | $6,261+164.5% | $4,194+294.9% |
| Participant deferral / active EE | $23,500 | $9,617+144.4% | $9,138+157.2% | $6,396+267.4% |
| Admin fee / account holder | $294,687 | $18,233+1516.2% | $17,268+1606.6% | $12,562+2245.8% |