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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 | $1,107,256 | $259,158+327.3% | $567,892+95.0% | $259,158+327.3% |
| Participation rate | 100.0% | 95.8%+4.2pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 6.72% | 5.38%+1.3pp | 5.58%+1.1pp | 5.38%+1.3pp |
| Employer contribution / active EE | $27,000 | $22,268+21.2% | $14,683+83.9% | $22,268+21.2% |
| Participant deferral / active EE | $24,000 | $4,649+416.3% | $8,000+200.0% | $4,649+416.3% |
| Admin fee / account holder | $44,403 | $9,035+391.5% | $22,247+99.6% | $9,035+391.5% |