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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 | $1,974,879 | $156,398+1162.7% | $147,318+1240.6% | $138,895+1321.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.97% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $16,985 | $4,853+250.0% | $4,593+269.8% | $4,194+305.0% |
| Participant deferral / active EE | $16,800 | $8,237+103.9% | $7,906+112.5% | $6,396+162.7% |
| Admin fee / account holder | $4,332 | $14,976-71.1% | $13,708-68.4% | $12,562-65.5% |