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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 | $2,095,362 | $106,247+1872.2% | $96,515+2071.0% | $139,466+1402.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.41% | 38.47%-12.1pp | 35.73%-9.3pp | 373.66%-347.3pp |
| Employer contribution / active EE | $2,630 | $4,106-36.0% | $3,740-29.7% | $4,754-44.7% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $1,733 | $7,885-78.0% | $6,735-74.3% | $11,409-84.8% |