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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 | $2,176,644 | $305,846+611.7% | $2,176,6440% | $305,846+611.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 100.0%0pp | 78.7%+21.3pp |
| Annual return | 17.68% | 15.13%+2.5pp | -4.00%+21.7pp | 15.13%+2.5pp |
| Employer contribution / active EE | $46,500 | $13,736+238.5% | $39,917+16.5% | $13,736+238.5% |
| Participant deferral / active EE | $31,000 | $7,119+335.4% | $15,500+100.0% | $7,119+335.4% |
| Admin fee / account holder | $7,584 | $37,539-79.8% | $7,5840% | $37,539-79.8% |