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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 | $282,363+670.9% | $1,212,119+79.6% | $282,363+670.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 100.0%0pp | 81.3%+18.7pp |
| Annual return | 17.68% | 12.99%+4.7pp | -1.39%+19.1pp | 12.99%+4.7pp |
| Employer contribution / active EE | $46,500 | $11,682+298.1% | $28,924+60.8% | $11,682+298.1% |
| Participant deferral / active EE | $31,000 | $6,051+412.3% | $15,500+100.0% | $6,051+412.3% |
| Admin fee / account holder | $7,584 | $27,645-72.6% | $4,037+87.9% | $27,645-72.6% |