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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 | $1,457,383 | $106,280+1271.3% | $96,538+1409.6% | $139,487+944.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.36% | 38.48%-18.1pp | 35.74%-15.4pp | 373.84%-353.5pp |
| Employer contribution / active EE | $24,361 | $4,107+493.2% | $3,740+551.3% | $4,755+412.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,500 | $7,888-4.9% | $6,737+11.3% | $11,407-34.3% |