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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 | $2,679,248 | $212,386+1161.5% | $199,883+1240.4% | $138,895+1829.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.79% | 47.75%-21.0pp | 43.81%-17.0pp | 145.39%-118.6pp |
| Employer contribution / active EE | $15,015 | $6,625+126.7% | $6,261+139.8% | $4,194+258.0% |
| Participant deferral / active EE | $20,015 | $9,617+108.1% | $9,138+119.0% | $6,396+212.9% |
| Admin fee / account holder | $12,750 | $18,233-30.1% | $17,268-26.2% | $12,562+1.5% |