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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 | $1,000,442 | $202,345+394.4% | $172,755+479.1% | $152,885+554.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.58% | 1029.77%-1011.2pp | 802.94%-784.4pp | 345.39%-326.8pp |
| Employer contribution / active EE | $28,919 | $5,858+393.7% | $5,144+462.2% | $4,763+507.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,176 | $17,111-52.2% | $13,955-41.4% | $11,598-29.5% |