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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 | $1,665,437 | $165,939+903.6% | $122,354+1261.2% | $147,586+1028.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.82% | 34.56%-15.7pp | 30.28%-11.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $40,651 | $5,754+606.4% | $4,051+903.5% | $4,876+733.6% |
| Participant deferral / active EE | $12,000 | $4,005+199.6% | $3,287+265.1% | $5,439+120.6% |
| Admin fee / account holder | $8,949 | $7,425+20.5% | $5,479+63.3% | $10,886-17.8% |