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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 | $1,737,711 | $139,948+1141.7% | $121,663+1328.3% | $154,746+1022.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.40% | 230.52%-218.1pp | 147.54%-135.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $8,383 | $3,521+138.1% | $3,020+177.6% | $4,379+91.4% |
| Participant deferral / active EE | $17,367 | $5,629+208.5% | $4,887+255.4% | $6,730+158.0% |
| Admin fee / account holder | $44,431 | $17,321+156.5% | $14,289+210.9% | $14,365+209.3% |