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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 | $2,360,341 | $172,111+1271.4% | $150,298+1470.4% | $137,256+1619.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.24% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $27,900 | $4,636+501.8% | $4,154+571.6% | $4,156+571.3% |
| Participant deferral / active EE | $17,100 | $6,166+177.3% | $5,453+213.6% | $6,407+166.9% |
| Admin fee / account holder | $131,038 | $16,471+695.6% | $14,116+828.3% | $12,270+967.9% |