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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 | $181,062+1398.9% | $158,223+1615.3% | $155,188+1648.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.73% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $34,500 | $4,565+655.8% | $4,109+739.7% | $4,248+712.2% |
| Participant deferral / active EE | $30,309 | $6,134+394.1% | $5,467+454.4% | $6,531+364.1% |
| Admin fee / account holder | $2,054 | $18,825-89.1% | $16,047-87.2% | $14,480-85.8% |