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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 | $2,561,369 | $375,661+581.8% | $312,151+720.6% | $382,429+569.8% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 11.19% | 0.11%+11.1pp | 1.82%+9.4pp | 248.85%-237.7pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $22,155 | $64,308-65.5% | $51,799-57.2% | $30,732-27.9% |