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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 | $100,147+1091.3% | $81,286+1367.7% | $145,877+717.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 34.44%-16.1pp | 24.80%-6.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $46,000 | $2,977+1445.1% | $2,463+1767.9% | $4,663+886.5% |
| Participant deferral / active EE | $30,500 | $4,607+562.0% | $3,883+685.5% | $6,691+355.9% |
| Admin fee / account holder | $20,460 | $8,201+149.5% | $5,764+255.0% | $13,402+52.7% |