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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 | $1,414,632 | $483,246+192.7% | $738,328+91.6% | $483,246+192.7% |
| Participation rate | 100.0% | 93.7%+6.3pp | 100.0%0pp | 93.7%+6.3pp |
| Annual return | 23.21% | 24.97%-1.8pp | 10.81%+12.4pp | 24.97%-1.8pp |
| Employer contribution / active EE | $25,000 | $28,334-11.8% | $27,302-8.4% | $28,334-11.8% |
| Participant deferral / active EE | $25,000 | $7,967+213.8% | $10,228+144.4% | $7,967+213.8% |
| Admin fee / account holder | $48,693 | $20,852+133.5% | $24,602+97.9% | $20,852+133.5% |