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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 | $3,390,450 | $154,228+2098.3% | $145,433+2231.3% | $137,256+2370.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.82% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,500 | $4,804+97.8% | $4,554+108.6% | $4,156+128.6% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $169,965 | $14,344+1085.0% | $13,129+1194.6% | $12,270+1285.2% |