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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 | $2,465,650 | $227,291+984.8% | $214,702+1048.4% | $155,188+1488.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.17% | 60.08%-36.9pp | 54.55%-31.4pp | 148.84%-125.7pp |
| Employer contribution / active EE | $18,334 | $6,772+170.7% | $6,461+183.8% | $4,248+331.6% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,000 | $20,413+22.5% | $19,830+26.1% | $14,480+72.7% |