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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 | $1,193,064 | $100,004+1093.0% | $81,438+1365.0% | $145,959+717.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 34.34%-16.0pp | 24.74%-6.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $46,000 | $2,970+1449.0% | $2,460+1769.6% | $4,661+887.0% |
| Participant deferral / active EE | $30,500 | $4,603+562.6% | $3,883+685.4% | $6,689+356.0% |
| Admin fee / account holder | $20,460 | $8,202+149.5% | $5,764+255.0% | $13,398+52.7% |