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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 | $1,350,510 | $112,729+1098.0% | $98,716+1268.1% | $137,256+883.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.17% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $24,716 | $2,725+806.9% | $2,279+984.7% | $4,156+494.7% |
| Participant deferral / active EE | $12,358 | $4,640+166.3% | $4,048+205.3% | $6,407+92.9% |
| Admin fee / account holder | $3,633 | $10,129-64.1% | $8,703-58.3% | $12,270-70.4% |