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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 | $1,376,836 | $227,633+504.8% | $189,597+626.2% | $167,553+721.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.02% | 78.45%-62.4pp | 64.20%-48.2pp | 478.89%-462.9pp |
| Employer contribution / active EE | $18,368 | $5,317+245.5% | $4,412+316.3% | $4,840+279.5% |
| Participant deferral / active EE | $16,900 | $7,003+141.3% | $6,174+173.7% | $6,343+166.5% |
| Admin fee / account holder | $1,990 | $11,879-83.2% | $9,807-79.7% | $12,316-83.8% |