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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 | $1,110,066 | $87,166+1173.5% | $76,735+1346.6% | $137,256+708.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 23.66% | 26.50%-2.8pp | 29.77%-6.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $21,013 | $2,904+623.5% | $2,454+756.2% | $4,156+405.6% |
| Participant deferral / active EE | $31,000 | $4,726+555.9% | $4,088+658.3% | $6,407+383.9% |
| Admin fee / account holder | $11,658 | $8,403+38.7% | $7,189+62.2% | $12,270-5.0% |