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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 | $3,114,621 | $111,535+2692.5% | $105,223+2860.0% | $137,256+2169.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.45% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $19,994 | $3,939+407.5% | $3,689+442.1% | $4,156+381.1% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $2,352 | $9,721-75.8% | $8,859-73.5% | $12,270-80.8% |