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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 | $2,426,632 | $196,972+1132.0% | $182,262+1231.4% | $198,609+1121.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.64% | 158.27%-141.6pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $46,713 | $5,364+770.9% | $5,046+825.8% | $5,055+824.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,959 | $18,429-13.4% | $16,712-4.5% | $19,030-16.1% |