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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 | $1,375,580 | $100,911+1263.2% | $90,440+1421.0% | $158,966+765.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.38% | 1726.62%-1712.2pp | 1294.38%-1280.0pp | 302.95%-288.6pp |
| Employer contribution / active EE | $43,646 | $3,690+1082.8% | $3,263+1237.6% | $4,762+816.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $100,000 | $6,507+1436.8% | $5,615+1681.0% | $11,250+788.9% |