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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 | $1,274,172 | $309,303+311.9% | $654,486+94.7% | $309,303+311.9% |
| Participation rate | 100.0% | 96.2%+3.8pp | 100.0%0pp | 96.2%+3.8pp |
| Annual return | 16.52% | 6.50%+10.0pp | -4.04%+20.6pp | 6.50%+10.0pp |
| Employer contribution / active EE | $14,000 | $25,613-45.3% | $24,515-42.9% | $25,613-45.3% |
| Participant deferral / active EE | $24,000 | $6,481+270.3% | $12,000+100.0% | $6,481+270.3% |
| Admin fee / account holder | $46,715 | $31,748+47.1% | $23,561+98.3% | $31,748+47.1% |