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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 | $176,786+1101.0% | $146,643+1347.9% | $167,536+1167.3% |
| 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 | 478.82%-434.7pp |
| Employer contribution / active EE | $17,717 | $5,161+243.3% | $4,137+328.3% | $4,839+266.1% |
| Participant deferral / active EE | $15,849 | $6,440+146.1% | $5,506+187.8% | $6,342+149.9% |
| Admin fee / account holder | $523 | $13,262-96.1% | $10,280-94.9% | $12,315-95.8% |