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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 | $155,555+547.7% | $146,866+586.0% | $155,188+549.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.98% | 115.41%-94.4pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $7,871 | $4,647+69.4% | $4,425+77.9% | $4,248+85.3% |
| Participant deferral / active EE | $16,440 | $8,044+104.4% | $7,759+111.9% | $6,531+151.7% |
| Admin fee / account holder | $1,013 | $14,755-93.1% | $13,620-92.6% | $14,480-93.0% |