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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 | $2,713,932 | $172,111+1476.9% | $150,298+1705.7% | $137,256+1877.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.73% | 69.37%-55.6pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $34,500 | $4,636+644.1% | $4,154+730.5% | $4,156+730.1% |
| Participant deferral / active EE | $30,309 | $6,166+391.6% | $5,453+455.9% | $6,407+373.1% |
| Admin fee / account holder | $2,054 | $16,471-87.5% | $14,116-85.4% | $12,270-83.3% |