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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 | $117,904+2162.4% | $102,457+2503.5% | $145,978+1727.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 31.80%-22.4pp | 29.41%-20.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $69,000 | $3,613+1809.6% | $3,022+2183.2% | $4,662+1380.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $129,460 | $13,329+871.2% | $9,451+1269.7% | $13,400+866.1% |