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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 | $1,852,470 | $165,399+1020.0% | $149,745+1137.1% | $158,982+1065.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.73% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $16,667 | $5,105+226.5% | $4,646+258.8% | $4,763+249.9% |
| Participant deferral / active EE | $15,167 | $7,183+111.2% | $6,843+121.6% | $5,983+153.5% |
| Admin fee / account holder | $29,194 | $10,811+170.0% | $9,312+213.5% | $11,252+159.5% |