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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 | $2,790,178 | $106,267+2525.6% | $96,520+2790.8% | $139,456+1900.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.59% | 38.45%-23.9pp | 35.72%-21.1pp | 373.45%-358.9pp |
| Employer contribution / active EE | $26,000 | $4,105+533.4% | $3,739+595.4% | $4,753+447.1% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $58,722 | $7,882+645.0% | $6,733+772.1% | $11,407+414.8% |