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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 | $1,205,318 | $162,136+643.4% | $152,301+691.4% | $154,746+678.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.61% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,912 | $4,890-40.5% | $4,624-37.0% | $4,379-33.5% |
| Participant deferral / active EE | $31,000 | $8,341+271.7% | $8,004+287.3% | $6,730+360.6% |
| Admin fee / account holder | $66,025 | $15,759+319.0% | $14,398+358.6% | $14,365+359.6% |