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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 | $1,309,337 | $185,905+604.3% | $170,057+669.9% | $139,487+838.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.74% | 60.56%-47.8pp | 53.42%-40.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $31,407 | $7,597+313.4% | $6,790+362.5% | $4,755+560.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $11,433 | $15,397-25.7% | $12,826-10.9% | $11,407+0.2% |