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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 | $3,862,320 | $162,136+2282.1% | $152,301+2436.0% | $154,746+2395.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 32.95% | 91.02%-58.1pp | 80.50%-47.6pp | 172.34%-139.4pp |
| Employer contribution / active EE | $7,983 | $4,890+63.2% | $4,624+72.6% | $4,379+82.3% |
| Participant deferral / active EE | $17,500 | $8,341+109.8% | $8,004+118.6% | $6,730+160.0% |
| Admin fee / account holder | $130,000 | $15,759+724.9% | $14,398+802.9% | $14,365+805.0% |