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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 | $1,454,414 | $169,336+758.9% | $129,384+1024.1% | $145,884+897.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.01% | 14408.70%-14397.7pp | 9461.77%-9450.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $21,936 | $5,540+296.0% | $4,153+428.2% | $4,662+370.5% |
| Participant deferral / active EE | $30,500 | $4,985+511.8% | $4,166+632.2% | $6,690+355.9% |
| Admin fee / account holder | $7,374 | $9,912-25.6% | $7,686-4.1% | $13,392-44.9% |