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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 | $391,394+554.4% | $342,983+646.8% | $461,066+455.5% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 11.19% | -3.77%+15.0pp | -2.60%+13.8pp | 484.84%-473.6pp |
| Employer contribution / active EE | $0 | $8,803-100.0% | $7,825-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $6,244-100.0% | $6,109-100.0% | $6,032-100.0% |
| Admin fee / account holder | $22,155 | $23,519-5.8% | $22,391-1.1% | $28,147-21.3% |