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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 | $1,007,536 | $162,136+521.4% | $152,301+561.5% | $154,746+551.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.98% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.4pp |
| Employer contribution / active EE | $7,871 | $4,890+60.9% | $4,624+70.2% | $4,379+79.7% |
| Participant deferral / active EE | $16,440 | $8,341+97.1% | $8,004+105.4% | $6,730+144.3% |
| Admin fee / account holder | $1,013 | $15,759-93.6% | $14,398-93.0% | $14,365-93.0% |