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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 | $148,629+1418.7% | $135,982+1559.9% | $139,487+1518.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.33% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $18,333 | $5,247+249.4% | $4,859+277.3% | $4,755+285.6% |
| Participant deferral / active EE | $14,500 | $8,102+79.0% | $7,760+86.9% | $6,713+116.0% |
| Admin fee / account holder | $30,845 | $12,406+148.6% | $10,767+186.5% | $11,407+170.4% |