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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 | $2,123,243 | $176,838+1100.7% | $146,685+1347.5% | $167,518+1167.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 44.08% | 24.04%+20.0pp | 22.75%+21.3pp | 478.71%-434.6pp |
| Employer contribution / active EE | $17,717 | $5,161+243.3% | $4,137+328.3% | $4,838+266.2% |
| Participant deferral / active EE | $15,849 | $6,441+146.1% | $5,507+187.8% | $6,342+149.9% |
| Admin fee / account holder | $523 | $13,262-96.1% | $10,281-94.9% | $12,312-95.8% |