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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 | $2,115,048 | $135,905+1456.3% | $126,068+1577.7% | $198,609+964.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 6.20% | 14.07%-7.9pp | 15.01%-8.8pp | 202.70%-196.5pp |
| Employer contribution / active EE | $38,234 | $4,245+800.7% | $3,968+863.6% | $5,055+656.3% |
| Participant deferral / active EE | $12,857 | $8,523+50.8% | $8,214+56.5% | $6,977+84.3% |
| Admin fee / account holder | $80,561 | $21,036+283.0% | $18,264+341.1% | $19,030+323.3% |