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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 | $2,062,140 | $117,444+1655.9% | $99,479+1972.9% | $152,909+1248.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.09% | 31.87%-8.8pp | 30.72%-7.6pp | 345.46%-322.4pp |
| Employer contribution / active EE | $25,651 | $3,014+751.1% | $2,540+909.8% | $4,764+438.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $91,033 | $7,635+1092.3% | $6,253+1355.8% | $11,601+684.7% |