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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 | $2,257,221 | $148,558+1419.4% | $135,925+1560.6% | $139,427+1518.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.33% | 79.22%-66.9pp | 68.25%-55.9pp | 373.27%-360.9pp |
| Employer contribution / active EE | $18,333 | $5,244+249.6% | $4,857+277.5% | $4,752+285.8% |
| Participant deferral / active EE | $14,500 | $8,101+79.0% | $7,759+86.9% | $6,711+116.1% |
| Admin fee / account holder | $30,845 | $12,401+148.7% | $10,764+186.6% | $11,404+170.5% |