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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 | $2,172,570 | $108,212+1907.7% | $77,513+2702.8% | $158,966+1266.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 230.56% | 31.67%+198.9pp | 54.81%+175.8pp | 302.95%-72.4pp |
| Employer contribution / active EE | $4,456 | $1,325+236.3% | $987+351.7% | $4,762-6.4% |
| Participant deferral / active EE | $5,685 | $2,455+131.5% | $1,861+205.5% | $5,983-5.0% |
| Admin fee / account holder | $3,479 | $3,709-6.2% | $2,859+21.7% | $11,250-69.1% |