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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 | $3,465,928 | $140,592+2365.2% | $123,105+2715.4% | $125,389+2664.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.04% | 16.80%-12.8pp | 13.22%-9.2pp | 282.24%-278.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $18,750 | $6,980+168.6% | $6,229+201.0% | $5,352+250.4% |
| Admin fee / account holder | $15,556 | $11,198+38.9% | $9,014+72.6% | $9,541+63.0% |