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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 | $129,737+2300.7% | $119,126+2514.6% | $154,746+1912.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 24.45% | 379.08%-354.6pp | 282.11%-257.7pp | 172.34%-147.9pp |
| Employer contribution / active EE | $19,994 | $4,375+357.0% | $4,034+395.7% | $4,379+356.6% |
| Participant deferral / active EE | $15,500 | $5,842+165.3% | $5,318+191.5% | $6,730+130.3% |
| Admin fee / account holder | $2,352 | $11,961-80.3% | $10,693-78.0% | $14,365-83.6% |