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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 | $1,981,865 | $174,379+1036.5% | $152,093+1203.1% | $138,895+1326.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.84% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,034 | $4,652-34.8% | $4,175-27.3% | $4,194-27.7% |
| Participant deferral / active EE | $10,333 | $6,159+67.8% | $5,451+89.6% | $6,396+61.6% |
| Admin fee / account holder | $202,130 | $16,880+1097.4% | $14,497+1294.3% | $12,562+1509.0% |