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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 | $1,039,984 | $185,312+461.2% | $161,489+544.0% | $154,746+572.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.32% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,966 | $4,769-16.8% | $4,268-7.1% | $4,379-9.4% |
| Participant deferral / active EE | $22,788 | $6,350+258.9% | $5,630+304.8% | $6,730+238.6% |
| Admin fee / account holder | $4,538 | $18,654-75.7% | $16,006-71.6% | $14,365-68.4% |