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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 | $2,667,475 | $117,846+2163.5% | $102,434+2504.1% | $145,884+1728.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 31.90%-22.5pp | 29.46%-20.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $69,000 | $3,615+1808.9% | $3,023+2182.4% | $4,662+1380.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $129,460 | $13,356+869.3% | $9,462+1268.2% | $13,392+866.7% |